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Tyler Sullivan

3 Years of Experience
Annapolis, MD
Broker

Tyler Sullivan is a registered investment advisor at Raymond James & Associates, INC., based in Annapolis, MD, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2077 Somerville Road, Suite 320, Annapolis, MD, 21401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tyler works full-time as a registered representative with Capital Financial Partners and an investment advisor representative (IAR) with Kestra Advisory Services. Both roles involve investment-related activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2025 - Present · 7 mos
Raymond James & Associates, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Kestra Investment Services, LLCBroker
October 2023 - June 2025 · 1 yr 8 mos
Kestra Advisory Services, LLC
October 2023 - June 2025 · 1 yr 8 mos
Hornor, Townsend & Kent, LLCBroker
February 2023 - October 2023 · 8 mos
Equitable Advisors, LLC
October 2022 - February 2023 · 4 mos
Equitable Advisors, LLCBroker
April 2022 - February 2023 · 10 mos
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.