Julie Sullivan
Julie Sullivan is a registered investment advisor at Cetera Investment Advisers LLC, based in Worcester, MA, with 1 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
324 Grove Street, Worcester, MA, 01605
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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
Julie works as a Client Services Manager at Archstone Financial, a financial services firm, since April 2021. This takes about 10-20% of Julie's time and occurs during trading hours. Her duties include client communication, account management, compliance tasks, and assisting with insurance license renewals.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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