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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Tucker Sullivan is a financial advisor registered with The Colony Group, LLC, and has been with the firm since June 2013. Connor Tucker Sullivan is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Connor Tucker Sullivan provides financial planning and investment management services to individuals, high-net-worth individuals, families, charitable organizations, corporations, and businesses. Connor Tucker Sullivan specializes in portfolio management, financial planning, and retirement planning. The Colony Group, LLC is a registered investment advisor with over $20 billion in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
01/23/2018 - Present
THE Colony Group, LLC (Boston MA)
NH
12/18/2012 - 06/14/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 02/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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