BS
BS

Brian Sullivan

22 Years of Experience
Purchase, NY
Broker

Brian Sullivan is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2000 Westchester Avenue, 1 Nc, Northeast Region, Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian owns rental real estate in Scarsdale, New York, since 2002. He dedicates minimal time to standard landlord responsibilities.

Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs 2 mos
Morgan Stanley
August 2013 - Present · 12 yrs 11 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
Metlife Securities INC.Broker
December 2011 - January 2013 · 1 yr 1 mo
Labranche & CO. LLCBroker
September 1999 - January 2008 · 8 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.