TrueAdvisor
TrueAdvisor
BS
BS

Beau Sullivan

Acorns
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Acorns
Compensation
Fixed/Hourly
Firm Size
13 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Financial Planning:Investment management only

Location

College Grove, TN

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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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Employment History
Current Registrations
Acorns
January 2023 - Present · 3 yrs 1 mo
Acorns Securities, LLCBroker
October 2022 - Present · 3 yrs 4 mos
Acorns Securities, LLC
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. LLCBroker
April 2010 - October 2016 · 6 yrs 6 mos
State Registrations2 states
CATN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.