Eric Sullivan is a registered investment advisor at LPL Financial LLC, based in Manlius, NY, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Manlius, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eric operates Ivy Financial Group as a DBA for his LPL business. He also works at Johnston's Tax Service Inc. providing tax preparation, accounting, and CPA services since 1996.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America, INC.Broker
Cadaret, Grant & CO., INC.Broker
Leigh Baldwin & CO., LLCBroker
Pinnacle Investments, INC.Broker
Cadaret, Grant & CO., INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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