Unclaimed
Edmund Sean Sullivan is a registered representative with T. Rowe Price Associates, Inc. and has been in the industry since January 31, 2008. Edmund has a wide range of experience in the financial services industry, having worked at several firms including BlackRock Investments, LLC and DFA Securities LLC. Edmund holds the Series 6, 7, and 66 licenses as well as the Securities Industry Essentials Examination. Edmund has a deep understanding of the financial markets and is committed to providing his clients with the highest quality of service. Edmund is a Chartered Financial Analyst.
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.
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.
Strategic management for diversified investment portfolios.
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.
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.
1
2
TX
08/21/2020 - Present
T. Rowe Price Associates, Inc. (Argyle TX)
NJ
09/27/2017 - 08/22/2019
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
TX
05/31/2013 - 08/31/2017
DFA SECURITIES LLC (AUSTIN TX)
PA
12/19/2007 - 06/11/2013
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
BOTH
Issued 12/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Edmund Sullivan is the right advisor for you? Invested Better is here to help.