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Patrick James Sullivan

PRIVATE ADVISOR GROUP, LLC·MORRISTOWN, New Jersey
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305 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 2401130Firm CRD# 155216
01

About

Patrick James Sullivan is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with PRIVATE ADVISOR GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PRIVATE ADVISOR GROUP, LLC
PRIVATE ADVISOR GROUP, LLC
AUM
$35.3B
Regulatory assets under management
Employees
746
Total firm employees
View all advisors at PRIVATE ADVISOR GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2401130
Firm CRD# 155216
6 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick James Sullivan offer?
Patrick James Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Patrick James Sullivan's credentials?
Patrick James Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Sullivan located?
Patrick James Sullivan is based in MORRISTOWN, New Jersey, working with PRIVATE ADVISOR GROUP, LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does Patrick James Sullivan charge for services?
Patrick James Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE ADVISOR GROUP, LLC?
PRIVATE ADVISOR GROUP, LLC has approximately 746 employees and manages $35.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MORRISTOWN
Robert F. Campo — HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLCJohn Patric Hyland — PRIVATE ADVISOR GROUP, LLCRobert Karl Koster — PRIVATE ADVISOR GROUP, LLCRobert Joseph Moore — PRIVATE ADVISOR GROUP, LLCJames E. Hanson — HAMPSHIRE INVESTMENT MANAGEMENT COMPANY, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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