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Nicholas Timothy Sullivan

KFA Private Wealth Group, LLC

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About Nicholas Timothy Sullivan

Nicholas Sullivan is a financial advisor with KFA Private Wealth Group, LLC. Nicholas has been in the financial industry since 2013 and has been with the firm since 2022. He has a Series 7, Series 63, and Series 65 license. Nicholas also holds the Certified Financial Planner (CFP) designation. He specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Nicholas provides financial planning, portfolio management, selection of other advisors, and pension consulting services.

Firm Information

Nicholas Sullivan is currently registered with KFA Private Wealth Group, LLC. KFA Private Wealth Group, LLC is a registered investment advisor located in Tyson, VA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations. They manage approximately $784 million in assets for their clients.
KFA Private Wealth Group, LLC

8350 BROAD ST.

TYSON, VA 22102-5151

$784.48M

Assets Under Management

56

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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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Nicholas Sullivan’s Registration & Firm History

NJ

11/10/2022 - Present

KFA Private Wealth Group, LLC (Cranford NJ)

PA

02/05/2013 - 11/23/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/01/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Timothy Sullivan.
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