Patrick Sullivan is a CFP, ChFC-designated registered investment advisor, based in Morristown, NJ, with 32 years of industry experience.
Location
305 Madison Avenue, Morristown, NJ, 07960
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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
Patrick sells various insurance products, including fixed annuities, term life insurance, universal life insurance, health insurance, LTC, and disability insurance, dedicating varying amounts of time to these activities. He also provides financial planning services and consults with a private equity firm, and is involved with several business entities related to his LPL business and investment activities, including spending nearly full-time hours on Private Advisor Group.
Employment History
Current Registrations
Pag Financial, LLCBroker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Morristown Financial Group, LLP
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations53 states
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