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Jeanne Gibson Sullivan

FINANCIALLY IN TUNE, LLC·STONEHAM, Massachusetts
Unclaimed Profile
92 MONTVALE AVENUE, STONEHAM, MA 02180CRD# 1887387Firm CRD# 156200
01

About

Jeanne Gibson Sullivan is a registered financial advisor based in STONEHAM, Massachusetts, affiliated with FINANCIALLY IN TUNE, 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
03

Firm Overview

Firm
FINANCIALLY IN TUNE, LLC
FINANCIALLY IN TUNE
AUM
$223M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINANCIALLY IN TUNE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1887387
Firm CRD# 156200
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeanne Gibson Sullivan offer?
Jeanne Gibson Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STONEHAM, Massachusetts for a consultation.
What are Jeanne Gibson Sullivan's credentials?
Jeanne Gibson Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeanne Gibson Sullivan located?
Jeanne Gibson Sullivan is based in STONEHAM, Massachusetts, working with FINANCIALLY IN TUNE, LLC. Their office serves clients in the STONEHAM metropolitan area and surrounding communities.
How does Jeanne Gibson Sullivan charge for services?
Jeanne Gibson Sullivan's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIALLY IN TUNE, LLC?
FINANCIALLY IN TUNE, LLC has approximately 4 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STONEHAM
Harold Guy Richardson — DEVONSHIRE ASSET MANAGEMENT, INC.Thomas E Wade — DEVONSHIRE ASSET MANAGEMENT, INC.Amanda Anne Magee — FINANCIALLY IN TUNE, LLCPhilip Clayton Lee — FINANCIALLY IN TUNE, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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