Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sullivan is a registered investment advisor representative at Geller Advisors LLC. Brian Sullivan also has a current registration with Corient, also in New York. Brian Sullivan has been in the financial industry for over 8 years. Brian Sullivan is a Series 63 and Series 66 licensed professional. Brian Sullivan has previously worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc., among other firms.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
10/28/2024 - Present
Geller Advisors LLC (NEW YORK NY)
Active
Inactive
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