AdvisorOS Directory
Claim Profile
MS

Mark Leo Sullivan

CHARTWELL ACQUISITION, INCORPORATED·PITTSBURGH, Pennsylvania
Unclaimed Profile
301 GRANT STREET, PITTSBURGH, PA 15219CRD# 6291716Firm CRD# 170335
01

About

Mark Leo Sullivan is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with CHARTWELL ACQUISITION, INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CHARTWELL INVESTMENT PARTNERS, LLC
CHARTWELL INVESTMENT PARTNERS, LLC
AUM
$11.3B
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at CHARTWELL INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6291716
Firm CRD# 170335
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mark Leo Sullivan offer?
Mark Leo Sullivan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are Mark Leo Sullivan's credentials?
Mark Leo Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Leo Sullivan located?
Mark Leo Sullivan is based in PITTSBURGH, Pennsylvania, working with CHARTWELL ACQUISITION, INCORPORATED. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does Mark Leo Sullivan charge for services?
Mark Leo Sullivan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARTWELL ACQUISITION, INCORPORATED?
CHARTWELL ACQUISITION, INCORPORATED has approximately 34 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PITTSBURGH
Matthew Jay Teplitz — GUYASUTA INVESTMENT ADVISORS, INCORPORATEDGretchen Robinson Haggerty — STRATEGIC INVESTMENT FUND, INC.Kathleen Seech Wright — KATHLEEN S. WRIGHT ASSOCIATES INC.Robert Joseph Lohman — COMMONWEALTH ADVISORY GROUP, LTD.Jeffrey B Miller — US INNOVATIVE TECHNOLOGY CAPITAL MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile