Shawn Osullivan is a registered investment advisor at Capital Client Group, INC., based in Sylvania, OH, with 27 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Sylvania, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Franklin/templeton Distributors, INC.Broker
Putnam Investment Management, LLC
Putnam Retail Management Limited PartnershipBroker
State Registrations26 states
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