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Kelly Bryant Sullivan

DUNCKER, STREETT & CO., LLC·ST. LOUIS, Missouri
DUNCKER, STREETT & CO., LLC
8000 MARYLAND, ST. LOUIS, MO 63105CRD# 1039922Firm CRD# 110828

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Bryant Sullivan · ST. LOUIS, MO
Registration
CRD #1039922 · DUNCKER, STREETT & CO., LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Kelly Bryant Sullivan is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with DUNCKER, STREETT & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DUNCKER, STREETT & CO., LLC
DUNCKER STREETT & CO.
AUM
$600M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at DUNCKER, STREETT & CO., LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1039922
Firm CRD# 110828
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Bryant Sullivan offer?
Kelly Bryant Sullivan specializes in Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Kelly Bryant Sullivan's credentials?
Kelly Bryant Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Bryant Sullivan located?
Kelly Bryant Sullivan is based in ST. LOUIS, Missouri, working with DUNCKER, STREETT & CO., LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Kelly Bryant Sullivan charge for services?
Kelly Bryant Sullivan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNCKER, STREETT & CO., LLC?
DUNCKER, STREETT & CO., LLC has approximately 5 employees and manages $600M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DUNCKER, STREETT & CO., LLC

John Randolph Moulton
ST. LOUIS, MO
John Russell Mcclelland
ST. LOUIS, MO
Shannon Bultemeier
ST. LOUIS, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
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Research
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