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BS
CFP
BS
CFP

Bradley Sullivan

Mutual Advisors, LLC
22 Years of Experience
Roseville, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Bradley Sullivan is a CFP-designated registered investment advisor at Mutual Advisors, LLC, based in Roseville, CA, with 22 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Bradley is an independent insurance agent since 2013, selling various insurance products and dedicating a few hours per week. He is also a managing partner at Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice, which takes nearly full-time.

Employment History
Current Registrations
Mutual Advisors, LLC
March 2016 - Present · 10 yrs 7 mos
Mutual Securities, INC.
July 2013 - Present · 13 yrs 3 mos
Mutual Securities, INC.Broker
July 2013 - Present · 13 yrs 3 mos
Previous Registrations
Beverly Hills Wealth Management, LLC
July 2013 - March 2016 · 2 yrs 8 mos
Morgan StanleyBroker
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2009 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2009 · 1 yr 6 mos
Wachovia Securities, LLC
May 2006 - December 2007 · 1 yr 7 mos
Wachovia Securities, LLCBroker
May 2006 - December 2007 · 1 yr 7 mos
Metlife Investors Distribution CompanyBroker
December 2004 - March 2006 · 1 yr 3 mos
Metlife Investors Distribution CompanyBroker
January 2004 - December 2004 · 11 mos
State Registrations8 states
AKALAZCACOHINVOR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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