BS
CFP
BS
CFP

Bradley Scott Sullivan

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
8,463 clients
Average Client Portfolio
$798K average
Assets Under Management
$6.8B

Fee Structure

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Location

3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661

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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 ActivitiesSells Insurance

Bradley is an independent insurance agent since 2013, selling various insurance products and dedicating a few hours per week. He is also a managing partner at Sullivan Wealth Management Advisors, LLC, a comprehensive wealth management practice, which takes nearly full-time.

Employment History
Current Registrations
Mutual Advisors, LLC
March 2016 - Present · 9 yrs 11 mos
Mutual Securities, INC.
July 2013 - Present · 12 yrs 7 mos
Mutual Securities, INC.Broker
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
Beverly Hills Wealth Management, LLC
July 2013 - March 2016 · 2 yrs 8 mos
Morgan StanleyBroker
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley
June 2009 - August 2013 · 4 yrs 2 mos
Morgan Stanley & CO. Incorporated
December 2007 - June 2009 · 1 yr 6 mos
Morgan Stanley & CO. IncorporatedBroker
December 2007 - June 2009 · 1 yr 6 mos
Wachovia Securities, LLC
May 2006 - December 2007 · 1 yr 7 mos
Wachovia Securities, LLCBroker
May 2006 - December 2007 · 1 yr 7 mos
Metlife Investors Distribution CompanyBroker
December 2004 - March 2006 · 1 yr 3 mos
Metlife Investors Distribution CompanyBroker
January 2004 - December 2004 · 11 mos
State Registrations8 states
AKALAZCACOHINVOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.