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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gaither Sullivan is an investment advisor representative with Hightower Advisors, LLC. Jeffrey Sullivan has been in the industry since May 1983 and has been registered with Hightower Advisors, LLC since January 2020. Jeffrey Sullivan is also registered in the following states: Connecticut, Florida, Illinois, New York, and North Carolina. Prior to joining Hightower Advisors, LLC, Jeffrey Sullivan was employed by Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
01/02/2020 - Present
Hightower Advisors, LLC (Norwich CT)
NY
06/01/2009 - 03/12/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NY
05/25/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1983
Series 3 - National Commodity Futures Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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