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Sullivan J John

BP WEALTH MANAGEMENT, LLC·BOSTON, Massachusetts
Unclaimed Profile
TEN POST OFFICE SQUARE, BOSTON, MA 02109CRD# 6405833Firm CRD# 172832
01

About

Sullivan J John is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BP WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SVB WEALTH LLC
SVB WEALTH
AUM
$6.6B
Regulatory assets under management
Employees
231
Total firm employees
View all advisors at SVB WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6405833
Firm CRD# 172832
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sullivan J John offer?
Sullivan J John specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Sullivan J John's credentials?
Sullivan J John is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sullivan J John located?
Sullivan J John is based in BOSTON, Massachusetts, working with BP WEALTH MANAGEMENT, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Sullivan J John charge for services?
Sullivan J John's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BP WEALTH MANAGEMENT, LLC?
BP WEALTH MANAGEMENT, LLC has approximately 231 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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