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Connee Berckart Sullivan

SINECERA CAPITAL, LLC·AUSTIN, Texas
Series 7, Series 63, Series 65Clean record5 years registeredSINECERA CAPITAL, LLC
115 WILD BASIN ROAD, AUSTIN, TX 78746CRD# 1306790Firm CRD# 298872

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Connee Berckart Sullivan · AUSTIN, TX
Registration
CRD #1306790 · SINECERA CAPITAL, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

PRIME CAPITAL FINANCIAL
Feb 2025 – present
SINECERA CAPITAL, LLC
Oct 2020 – Mar 2025
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 2, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SINECERA CAPITAL, LLC
CRD 298872 · SEC 801-123377
AUM
$125M
Regulatory assets under management
Employees
6
120 client accounts
Services offered by SINECERA CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SINECERA CAPITAL, LLC →
Introduction

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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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Other Advisors at SINECERA CAPITAL, LLC

Adam Justin Packer
AUSTIN, TX
CFA
Kevin A Kaylakie
AUSTIN, TX
CFP

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