Robert Sullivan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Doylestown, PA, with 11 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2005 South Easton Rd., Suite 204, Doylestown, PA, 18901
Get directionsHistory
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 →Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citizens Securities, INC.Broker
Citizens Securities, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed
Waddell & ReedBroker
State Registrations28 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
More Advisors
- Beth Zucker, CFPWells Fargo Advisors
- Dennis Cooney, CFPWells Fargo Advisors
- Daniel Casino, CFPWells Fargo Advisors
- Amar Mehta, CFPWells Fargo Advisors
- Stephen Kidron, CFPWells Fargo Advisors
- John Ortolf, CFP, ChFCWells Fargo Advisors