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. Sebastian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
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 Registrations32 states
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
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