Brian Sullivan
Brian Sullivan is a registered investment advisor at World Investment Advisors, LLC, based in Berwyn, PA, with 38 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.
Location
1055 Westlakes Drive, Suite 130, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (2)
Criminal
August 1979Criminal
March 1978Other Business ActivitiesSells Insurance
Brian is an agent/owner of Insurance Sullivan & Company since 1987, spending significantly more than full-time hours per month. He is also a life insurance agent appointed with various companies and an IAR associated with Wealth Advisory Group RIA, dedicating a few hours per week to this.
Employment History
Current Registrations
World Investment Advisors, LLC
World Investments, LLC
World Investments, LLCBroker
Previous Registrations
Bcg Securities, INC.
Wealth Advisory Group, INC.
Bcg Securities, INC.Broker
Capital Analysts, IncorporatedBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations4 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.