AdvisorOS Directory
Claim Profile
Unclaimed Profile
TS

Terence Conway Sullivan

FALMOUTH INVESTMENT COMPANY, INC.·SHAKER HEIGHTS, Ohio
Series 3Clean record20 years registeredFALMOUTH INVESTMENT COMPANY, INC.
3401 TUTTLE ROAD, SHAKER HEIGHTS, OH 44122CRD# 2642168Firm CRD# 122268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terence Conway Sullivan · SHAKER HEIGHTS, OH
Registration
CRD #2642168 · FALMOUTH INVESTMENT COMPANY, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Jul 2024 – present
NEW PARAGON, LLC
May 2018 – Sep 2024
SHAKER HEIGHTS, OH
PARAGON ADVISORS, INC.
Jun 2006 – Dec 2017
SHAKER HEIGHTS, OH
02

Registrations & Exams

FINRA examinations passed
Series 3
Registration record
First registered · June 23, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW FALMOUTH, LLC
CRD 122268 · SEC 801-61436
AUM
$519M
Regulatory assets under management
Employees
0
37 client accounts
Services offered by NEW FALMOUTH, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NEW FALMOUTH, LLC →
Introduction

Speak with Terence

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terence is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SHAKER HEIGHTS?

Browse all registered financial advisors in SHAKER HEIGHTS, Ohio or claim this profile if it's yours.

Browse SHAKER HEIGHTS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Terence Conway Sullivan offer?
Terence Conway Sullivan specializes in Retirement Planning. Contact their office in SHAKER HEIGHTS, Ohio for a consultation.
What are Terence Conway Sullivan's credentials?
Terence Conway Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence Conway Sullivan located?
Terence Conway Sullivan is based in SHAKER HEIGHTS, Ohio, working with FALMOUTH INVESTMENT COMPANY, INC.. Their office serves clients in the SHAKER HEIGHTS metropolitan area and surrounding communities.
How does Terence Conway Sullivan charge for services?
Terence Conway Sullivan's firm is compensated through percentage of aum, performance-based fees, other: fixed organization fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FALMOUTH INVESTMENT COMPANY, INC.?
FALMOUTH INVESTMENT COMPANY, INC. is a registered investment adviser with the SEC, managing $519M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FALMOUTH INVESTMENT COMPANY, INC.

Christine Louise Jemison
SHAKER HEIGHTS, OH
Scott Jeffrey Swain
SHAKER HEIGHTS, OH
Trevor Joseph Allburn
SHAKER HEIGHTS, OH
Joanne Finley Stegmoyer
SHAKER HEIGHTS, OH

More Advisors in SHAKER HEIGHTS, Ohio

Neil Ray Waxman
CAPITAL ADVISORS, LTD., LLC·SHAKER HEIGHTS, OH
CFP
Mark Anthony Ciulla
CAPITAL ADVISORS, LTD., LLC·SHAKER HEIGHTS, OH
Patrick T (mi Only) Hanratty
CAPITAL ADVISORS, LTD., LLC·SHAKER HEIGHTS, OH
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile