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Susan Sullivan

FULHAM & CO, INC.·WELLESLEY, Massachusetts
Unclaimed Profile
593 WASHINGTON STREET, WELLESLEY, MA 02482CRD# 5945613Firm CRD# 158374
01

About

Susan Sullivan is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with FULHAM & CO, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FULHAM & CO, INC.
FULHAM & CO
AUM
$279M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at FULHAM & CO, INC. →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5945613
Firm CRD# 158374
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Sullivan offer?
Susan Sullivan specializes in Retirement Planning. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Susan Sullivan's credentials?
Susan Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Sullivan located?
Susan Sullivan is based in WELLESLEY, Massachusetts, working with FULHAM & CO, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Susan Sullivan charge for services?
Susan Sullivan's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FULHAM & CO, INC.?
FULHAM & CO, INC. has approximately 11 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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