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Robert Jude Sullivan

INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC·NORTH MASSAPEQUA, New York
Clean recordINVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
36 WEST DRIVE, NORTH MASSAPEQUA, NY 11758CRD# 1710551Firm CRD# 130070

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Jude Sullivan · NORTH MASSAPEQUA, NY
Registration
CRD #1710551 · INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Jude Sullivan is a registered financial advisor based in NORTH MASSAPEQUA, New York, affiliated with INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC
AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1710551
Firm CRD# 130070
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Jude Sullivan offer?
Robert Jude Sullivan specializes in Financial Planning, Investment Management. Contact their office in NORTH MASSAPEQUA, New York for a consultation.
What are Robert Jude Sullivan's credentials?
Robert Jude Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jude Sullivan located?
Robert Jude Sullivan is based in NORTH MASSAPEQUA, New York, working with INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC. Their office serves clients in the NORTH MASSAPEQUA metropolitan area and surrounding communities.
How does Robert Jude Sullivan charge for services?
Robert Jude Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC?
INVESTMENT INSIGHT WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $120M 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
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Research
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