Chris Sullivan
Chris Sullivan is a registered investment advisor at Hyperion Wealth Management, LLC, based in Maitland, FL, with 17 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 43 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fee Estimator
Location
225 S Swoope Ave, Maitland, FL, 32751
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2010Criminal
January 2007Other Business Activities
Chris is a managing partner at Hyperion Wealth Management, LLC, a wealth advisory firm, dedicating nearly full-time hours. He also serves as a portfolio manager for Hyperion Capital Advisors, LLC, Hyperion Decimus, LLC, and Libertas Fund, LLC, spending a significant amount of time on these investment-related activities.
Employment History
Current Registrations
Hyperion Wealth Management, LLC
Previous Registrations
Sandlapper Wealth Management, LLC
Sandlapper Securities, LLCBroker
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.