CS
CFP
CS
CFP

Charles Vincent Sullivan

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
144 advisors
Number of Clients
6,977 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$7.0B

Fee Structure

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Location

579 Main Street, Bolton, MA, 01740

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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

Charles is an Investment Advisor Representative with Bolton Global Asset Management and does business under 'North Andover Trust Corp.', spending about 10-20% of his time on this. He is also the Owner, President, and Treasurer of Sullivan, Dixon & Co., PC, working as a CPA and dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Bolton Global Asset Management
January 2007 - Present · 19 yrs 1 mo
Bolton Global Capital
November 2004 - Present · 21 yrs 3 mos
Bolton Global CapitalBroker
November 2004 - Present · 21 yrs 3 mos
State Registrations6 states
MAMENHNYRIVirgin Islands
AdvisorBrokerBoth
Exams
No exam information available for this advisor.