Patrick Sullivan is a registered investment advisor at Sullivan Pinnacle Advisors, LTD., based in Akron, OH, with 23 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Sullivan Pinnacle Advisors does not directly manage investments. Pinnacle Advisors manages the investments and charges fees as disclosed in their brochure. Sullivan Pinnacle Advisors receives a portion of those fees for initiating the client relationship and providing ongoing expertise.
Location
809 White Pond Dr., Suite A, Akron, OH, 44320
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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.
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Patrick owns Sullivan Company, a CPA firm located in Akron, OH. This is a full-time business, with only a partial amount of time devoted to investment advisory work.
Employment History
Current Registrations
Sullivan Pinnacle Advisors, LTD.
State Registrations1 state
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.