Mark Sully is a registered investment advisor, based in Chepachet, RI, with 32 years of industry experience.
Location
2 Chestnut Hill Road, Chepachet, RI, 02814
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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 ActivitiesSells Insurance
Mark is involved in multiple insurance-related activities since 2005, including MGA Term Life, One Resource Group, and Agnone & Associates Financial Services. He also serves as a trustee for The Sully Family Trust, dedicating minimal time to this fiduciary position.
Employment History
Current Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
PFS Investments INC.Broker
State Registrations5 states
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