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Stephanie Pare Sullivan

CHARLESBANK CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
Clean recordCHARLESBANK CAPITAL PARTNERS, LLC
200 CLARENDON STREET, BOSTON, MA 02116-5073CRD# 5834073Firm CRD# 160256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Pare Sullivan · BOSTON, MA
Registration
CRD #5834073 · CHARLESBANK CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Pare Sullivan is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CHARLESBANK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHARLESBANK CAPITAL PARTNERS, LLC
CHARLESBANK CAPITAL PARTNERS, LLC
AUM
$17.7B
Regulatory assets under management
Employees
159
Total firm employees
View all advisors at CHARLESBANK CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 5834073
Firm CRD# 160256
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Pare Sullivan offer?
Stephanie Pare Sullivan specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Stephanie Pare Sullivan's credentials?
Stephanie Pare Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Pare Sullivan located?
Stephanie Pare Sullivan is based in BOSTON, Massachusetts, working with CHARLESBANK CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Stephanie Pare Sullivan charge for services?
Stephanie Pare Sullivan's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESBANK CAPITAL PARTNERS, LLC?
CHARLESBANK CAPITAL PARTNERS, LLC has approximately 159 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARLESBANK CAPITAL PARTNERS, LLC

Margaret Littlefield Sahlman
BOSTON, MA
Mayur Mukesh Desai
BOSTON, MA
Andrew Seth Janower
BOSTON, MA
Humberto (nmn) Duarte
BOSTON, MA
Michael George Thonis
BOSTON, MA
Brandon Crawford White
BOSTON, MA

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Research
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