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Jeanne Gibson Sullivan

FINANCIALLY IN TUNE, LLC·STONEHAM, Massachusetts
Series 7, Series 24, Series 63, Series 65Clean record30 years registeredFINANCIALLY IN TUNE, LLC
92 MONTVALE AVENUE, STONEHAM, MA 02180CRD# 1887387Firm CRD# 156200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeanne Gibson Sullivan · STONEHAM, MA
Registration
CRD #1887387 · FINANCIALLY IN TUNE, LLC · 30 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
May 2026 – present
FINANCIALLY IN TUNE
Feb 2011 – present
BACK BAY FINANCIAL GROUP, INC.
Feb 1996 – Dec 2010
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 25, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIALLY IN TUNE, LLC
CRD 156200 · SEC 801-117891
AUM
$223M
Regulatory assets under management
Employees
4
848 client accounts
Services offered by FINANCIALLY IN TUNE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIALLY IN TUNE, LLC →
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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 at FINANCIALLY IN TUNE, LLC

Philip Clayton Lee
STONEHAM, MA
Amanda Anne Magee
STONEHAM, MA

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