Sebastian Sullivan
Sebastian Sullivan is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wormleysburg, PA, with 14 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
1011 Mumma Rd., Ste. 100, Wormleysburg, PA, 17043
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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
Sebastian is an independent insurance agent selling life and health insurance since 2012. He also holds multiple positions including EVP of Operations and Due Diligence at Premier Wealth Management LLC (full-time), advisory rep of a RIA at CIRA (full-time), board member of Vincent J Lochetto Memorial Scholarship Fund (minimal time), and president of Premier Wealth Management and Premier Network of Financial Advisors (minimal time and nearly full-time, respectively).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations31 states
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