Arthur Sullivan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Glastonbury, CT, with 40 years of industry experience. Arthur is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
95 Glastonbury Blvd, Suite 410 4th Fl, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Arthur is a 50% owner of Copper Beech LLC, Evergreen Partners LLC, and Willow Wealth LLC, all real estate companies, since 2001, dedicating minimal time to each. He also serves on the Investment/Finance Committee for the American School for the Deaf, spending minimal time attending meetings and overseeing finances.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Lincoln Financial Securities Corporation
Independent Advisers Group CORP
Lincoln Financial Securities CorporationBroker
Manequity, INC.Broker
State Registrations34 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.
Exams
More Advisors
- Christian Fragoso, CFPWells Fargo Advisors
- Zachary Tracey, CFPWells Fargo Advisors
- Evan Gilchrest, CFPJanney Montgomery Scott LLC
- Brian Sheehan, CFPRossmore Private Capital, LLC
- Bella Cristovao, CFASymmetry Partners
- Beverly Amon, CFAOsaic Wealth, INC.