Annette Sullivan is a registered investment advisor, based in San Diego, CA, with 15 years of industry experience.
Location
13500 Evening Creek Dr N, #555, San Diego, CA, 92128
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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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Annette is a joint owner of rental property since 2019, requiring minimal time. She also spends a few hours per week as a broker-dealer with AE Financial Services since 2025.
Employment History
Current Registrations
Ae Financial Services, LLCBroker
April 2025 - Present · 1 yr
Madison Avenue Securities, LLC
April 2014 - Present · 12 yrs
Madison Avenue Securities, LLCBroker
June 2010 - Present · 15 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.