Jeffrey Sullivan
Jeffrey Sullivan is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 42 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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Regulatory History (1)
Customer Dispute
July 2021Other Business Activities
Jeffrey is a director at AIM House and Bridge Entertainment (formerly EPOLL Inc.). He spends minimal time on these activities and receives no compensation.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Previous Registrations
Hightower Advisors, LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.