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Terence Conway Sullivan

FALMOUTH INVESTMENT COMPANY, INC.·SHAKER HEIGHTS, Ohio
Clean recordFALMOUTH 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terence Conway Sullivan is a registered financial advisor based in SHAKER HEIGHTS, Ohio, affiliated with FALMOUTH INVESTMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NEW FALMOUTH, LLC
NEW FALMOUTH, LLC
AUM
$519M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at NEW FALMOUTH, LLC →
Services
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: FIXED ORGANIZATION FEES
Regulatory
SEC/IARD CRD# 2642168
Firm CRD# 122268
View on FINRA BrokerCheck →

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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.
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Other Advisors at FALMOUTH INVESTMENT COMPANY, INC.

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