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John Augustin Sullivan

INTEGRA GLOBAL ADVISORS LLC·STAMFORD, Connecticut
Clean recordINTEGRA GLOBAL ADVISORS LLC
281 TRESSER BOULEVARD - SUITE 401, STAMFORD, CT 06901CRD# 7227095Firm CRD# 288511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Augustin Sullivan · STAMFORD, CT
Registration
CRD #7227095 · INTEGRA GLOBAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Augustin Sullivan is a registered financial advisor based in STAMFORD, Connecticut, affiliated with INTEGRA GLOBAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INTEGRA GLOBAL ADVISORS LLC
INTEGRA GLOBAL ADVISORS LLC
AUM
$418M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INTEGRA GLOBAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7227095
Firm CRD# 288511
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Augustin Sullivan offer?
John Augustin Sullivan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are John Augustin Sullivan's credentials?
John Augustin Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Augustin Sullivan located?
John Augustin Sullivan is based in STAMFORD, Connecticut, working with INTEGRA GLOBAL ADVISORS LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does John Augustin Sullivan charge for services?
John Augustin Sullivan's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INTEGRA GLOBAL ADVISORS LLC?
INTEGRA GLOBAL ADVISORS LLC has approximately 4 employees and manages $418M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEGRA GLOBAL ADVISORS LLC

Gil Mark Orbach
STAMFORD, CT
Jonathan Plumb
STAMFORD, CT
Jeremy Shaw
STAMFORD, CT

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Research
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