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Timothy Scott Sullivan

STRATEGIC WEALTH ADVISORS GROUP, INC.·UTICA, Michigan
Clean recordSTRATEGIC WEALTH ADVISORS GROUP, INC.
8667 HALL ROAD, UTICA, MI 48317CRD# 5618089Firm CRD# 285863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Scott Sullivan · UTICA, MI
Registration
CRD #5618089 · STRATEGIC WEALTH ADVISORS GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Scott Sullivan is a registered financial advisor based in UTICA, Michigan, affiliated with STRATEGIC WEALTH ADVISORS GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH ADVISORS GROUP, INC.
STRATEGIC WEALTH ADVISORS GROUP, INC.
AUM
$101M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at STRATEGIC WEALTH ADVISORS GROUP, INC. →
Services
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 5618089
Firm CRD# 285863
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Scott Sullivan offer?
Timothy Scott Sullivan specializes in Financial Planning. Contact their office in UTICA, Michigan for a consultation.
What are Timothy Scott Sullivan's credentials?
Timothy Scott Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Scott Sullivan located?
Timothy Scott Sullivan is based in UTICA, Michigan, working with STRATEGIC WEALTH ADVISORS GROUP, INC.. Their office serves clients in the UTICA metropolitan area and surrounding communities.
How does Timothy Scott Sullivan charge for services?
Timothy Scott Sullivan's firm is compensated through hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH ADVISORS GROUP, INC.?
STRATEGIC WEALTH ADVISORS GROUP, INC. has approximately 9 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)TROY (97)BIRMINGHAM (97)LANSING (90)DETROIT (77)TRAVERSE CITY (39)LIVONIA (37)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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