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Daniel Trapp Sullivan

J.p. Morgan Institutional Investments Inc.

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About Daniel Trapp Sullivan

Daniel Trapp Sullivan is a financial advisor with over 20 years of experience in the industry. Daniel has held various positions at several prominent firms, including Blackrock Investments, LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Currently, Daniel is registered with J.P. Morgan Institutional Investments Inc. and holds licenses in Florida and Mississippi. Daniel specializes in providing investment advice to individual investors and institutions.

Firm Information

Daniel Sullivan is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

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.

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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Daniel Sullivan’s Registration & Firm History

NY

05/03/2016 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NJ

11/01/2010 - 04/06/2016

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

FL

06/01/2009 - 09/24/2009

MORGAN STANLEY SMITH BARNEY (TAMPA FL)

FL

10/18/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)

FL

02/21/2001 - 10/17/2006

MORGAN STANLEY DW INC. (SARASOTA FL)

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Licenses & Designations

BC

Issued 12/04/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2004

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/15/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 02/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Trapp Sullivan.
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