Unclaimed Profile

Edmund Sean Sullivan

BURNETT FINANCIAL GROUP, INC.·EDMOND, Oklahoma

SIE, Series 6, Series 7, Series 66CFAClean record13 years registeredBURNETT FINANCIAL GROUP, INC.

2569 S KELLY AVE, EDMOND, OK 73013CRD# 5462947Firm CRD# 167814

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edmund Sean Sullivan · EDMOND, OK

Registration

CRD #5462947 · BURNETT FINANCIAL GROUP, INC. · 13 years registered

Brand Profile

Not yet started

Career History

T. ROWE PRICE ASSOCIATES, INC.

Aug 2020 – present

T. ROWE PRICE INVESTMENT SERVICES, INC.

Aug 2020 – present

BURNETT FINANCIAL GROUP

Aug 2019 – Aug 2020

Austin, TX

BLACKROCK INVESTMENT MANAGEMENT, LLC

Sep 2017 – Aug 2019

PRINCETON, NJ

DIMENSIONAL FUND ADVISORS LP

Jun 2013 – Aug 2017

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · June 11, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BURNETT FINANCIAL GROUP, INC.

CRD 167814 · SEC 801-112746

AUM

$182M

Regulatory assets under management

Employees

246 client accounts

Services offered by BURNETT FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BURNETT FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Edmund Sean Sullivan offer?

Edmund Sean Sullivan specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EDMOND, Oklahoma for a consultation.

What are Edmund Sean Sullivan's credentials?

Edmund Sean Sullivan holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Edmund Sean Sullivan located?

Edmund Sean Sullivan is based in EDMOND, Oklahoma, working with BURNETT FINANCIAL GROUP, INC.. Their office serves clients in the EDMOND metropolitan area and surrounding communities.

How does Edmund Sean Sullivan charge for services?

Edmund Sean Sullivan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BURNETT FINANCIAL GROUP, INC.?

BURNETT FINANCIAL GROUP, INC. has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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