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Timothy Scott Sullivan

STRATEGIC WEALTH ADVISORS GROUP, INC.·UTICA, Michigan
Series 65Clean record17 years registeredSTRATEGIC 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. · 17 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC WEALTH ADVISORS GROUP, INC.
Jan 2017 – present
GRADIENT ADVISORS, LLC
Oct 2014 – Dec 2016
CLINTON TWP., MI
UNITED ADVISORS CORPORATION
May 2013 – May 2014
PROSPER, TX
UNITED ADVISORS CORPORATION
Nov 2008 – May 2012
PROSPER, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 12, 2008
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC WEALTH ADVISORS GROUP, INC.
CRD 285863 · SEC 801-130149
AUM
$101M
Regulatory assets under management
Employees
9
718 client accounts
Services offered by STRATEGIC WEALTH ADVISORS GROUP, INC.
Per Form ADV
Financial planning
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at STRATEGIC WEALTH ADVISORS GROUP, INC. →
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05

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 (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)BIRMINGHAM (35)TRAVERSE CITY (32)HOLLAND (30)PORTAGE (30)LIVONIA (28)
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Research
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