Robert Sullivan
Robert Sullivan is a registered investment advisor at Centaurus Financial, INC., based in Chester, MD, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
1563 Postal Road, Suite #2A, Chester, MD, 21619
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 ActivitiesSells Insurance
Robert represents and markets for Deferred Sales Trust, spending about 10-20% of his time prospecting and explaining the strategy. He is also the President of Sullivan Financial, LLC, where he sells life insurance, LTC, Medicare supplements, and fixed insurance products, dedicating about a third of his time to this role.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Washington Square Securities, INC.
Washington Square Securities, INC.Broker
International Money Management Group, INC.Broker
State Registrations8 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.