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Connee Berckart Sullivan

SINECERA CAPITAL, LLC·AUSTIN, Texas
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115 WILD BASIN ROAD, AUSTIN, TX 78746CRD# 1306790Firm CRD# 298872
01

About

Connee Berckart Sullivan is a registered financial advisor based in AUSTIN, Texas, affiliated with SINECERA CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SINECERA CAPITAL, LLC
SINECERA CAPITAL, LLC
AUM
$125M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SINECERA CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1306790
Firm CRD# 298872
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connee Berckart Sullivan offer?
Connee Berckart Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Connee Berckart Sullivan's credentials?
Connee Berckart Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connee Berckart Sullivan located?
Connee Berckart Sullivan is based in AUSTIN, Texas, working with SINECERA CAPITAL, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Connee Berckart Sullivan charge for services?
Connee Berckart Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SINECERA CAPITAL, LLC?
SINECERA CAPITAL, LLC has approximately 6 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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