CRD: 293997
Sullivan Retirement Resources, LLC
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2018
- Office Locations
- 1
Office Locations
About Sullivan Retirement Resources, LLC
Sullivan Retirement Resources (Wrentham, MA) provides retirement-focused financial planning and wealth management, including retirement income strategies, IRA/401(k) rollovers, investments and annuities, plus insurance-based asset protection, tax-efficient and long-term care planning, and IRA legacy planning. Led by Dan Sullivan, author of “Are You Playing Retirement Roulette?”; custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL JOSEPH SULLIVAN
Chief Compliance Officer, Partner, President
- CRD
- #1274817
- Ownership
- 50% but less than 75%
CATHLEEN MARIE SULLIVAN
Vice President
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,807,826 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,807,826 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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