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Craig Alan Sullivan

Franklin Street Advisors Inc.

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About Craig Alan Sullivan

Craig Sullivan is a registered investment advisor representative with Franklin Street Advisors Inc. Craig has been working in the financial services industry since 2007. Craig has a Series 7, Series 31, and Series 66 licenses and is a Chartered Financial Analyst. Craig has been with Franklin Street Advisors Inc. since August 2012 and has previously worked at Franklin Street Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig specializes in providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Craig Sullivan is currently registered with Franklin Street Advisors Inc.. Franklin Street Advisors Inc. is an investment advisor registered with the SEC. They manage approximately $3.5 billion in assets for clients, including individuals, corporations, charitable organizations, and pooled investment vehicles. The firm is headquartered in Chapel Hill, North Carolina, and offers a variety of investment advisory services, including portfolio management and selection of other advisors.
Franklin Street Advisors Inc.

1450 RALEIGH ROAD

CHAPEL HILL, NC 27517-8833

$3.47B

Assets Under Management

7

Total Clients

15

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment advice

Investment advice

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Security recommendations

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Craig Sullivan’s Registration & Firm History

NC

08/06/2012 - Present

Franklin Street Advisors Inc. (CHAPEL HILL NC)

NC

08/06/2012 - 02/10/2015

FRANKLIN STREET SECURITIES, INC. (CHAPEL HILL NC)

NC

03/07/2007 - 07/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)

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Licenses & Designations

BOTH

Issued 04/10/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 03/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Alan Sullivan.
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