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Amy Sullivan

MENDON CAPITAL ADVISORS CORP·ROCHESTER, New York
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150 ALLENS CREEK ROAD, ROCHESTER, NY 14618CRD# 4935347Firm CRD# 113058
01

About

Amy Sullivan is a registered financial advisor based in ROCHESTER, New York, affiliated with MENDON CAPITAL ADVISORS CORP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MENDON CAPITAL ADVISORS CORP
MENDON CAPITAL ADVISORS CORP
AUM
$218M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MENDON CAPITAL ADVISORS CORP →
Services
Portfolio management (pooled investments)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4935347
Firm CRD# 113058
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Sullivan offer?
Amy Sullivan specializes in Investment Management, Retirement Planning. Contact their office in ROCHESTER, New York for a consultation.
What are Amy Sullivan's credentials?
Amy Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Sullivan located?
Amy Sullivan is based in ROCHESTER, New York, working with MENDON CAPITAL ADVISORS CORP. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Amy Sullivan charge for services?
Amy Sullivan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MENDON CAPITAL ADVISORS CORP?
MENDON CAPITAL ADVISORS CORP has approximately 4 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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