Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Sullivan is a financial advisor with Seacrest Wealth Management, LLC. Edward has been in the financial services industry for over 40 years and has a deep understanding of the markets and how to help clients reach their financial goals. Edward has a broad range of experience, having previously worked at Morgan Stanley DW Inc. and E. F. Hutton & Company Inc. Edward is a registered investment advisor representative in both Connecticut and New York. Edward also serves as a chairman of the investment committee at Providence College. Edward Sullivan is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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.
1
2
NY
08/04/2021 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CT
01/11/1982 - 05/17/2006
MORGAN STANLEY DW INC. (GREENWICH CT)
NA
07/02/1979 - 01/04/1982
E. F. HUTTON & COMPANY INC
NA
05/19/1978 - 08/20/1979
KIDDER, PEABODY & CO. INCORPORATED
NA
03/01/1978 - 05/19/1978
KIDDER, PEABODY & CO., INCORPORATED
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1982
Series 24 - General Securities Principal Examination
BC
Issued 05/15/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 06/09/1979
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 09/02/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Edward Sullivan is the right advisor for you? Invested Better is here to help.
