Michael Sullivan
Michael Sullivan is a registered investment advisor at LPL Financial LLC, based in Duxbury, MA, with 18 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
40 Tremont St Entrance 10 #59, Duxbury, MA, 02332-5316
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael sells non-variable insurance, dedicating about a quarter of his time to this activity. He also operates under the DBA Cornerstone Asset Management LLC and works as a patrolman for the Boston Police Department, spending about 10% of his time on police work.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Ameriprise Financial Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations5 states
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