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Sullivan Conway

6 Years of Experience
Allison Park, PA
Broker

Sullivan Conway is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Allison Park, PA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2858 Oxford Blvd, Allison Park, PA, 15101

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History

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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Other Business Activities

Sullivan is an associate/employee at Dukovich & Associates Financial Services, Inc. He provides branch assistance, dedicating about half of his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2020 - Present · 6 yrs 2 mos
State Registrations8 states
ALCAFLMANJPATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.