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Patrick Francis Sullivan

Connecticut Wealth Management, LLC

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About Patrick Francis Sullivan

Patrick Francis Sullivan is a financial advisor with Connecticut Wealth Management, LLC. Patrick is registered as an Investment Advisor Representative with the state of Connecticut. Patrick has been in the financial industry since September 2013 and has held previous positions at Sullivan & Company CPAs, Asset Strategies, Inc., and Connecticut Wealth Management, LLC. Patrick is a Certified Financial Planner.

Firm Information

Patrick Sullivan is currently registered with Connecticut Wealth Management, LLC. Connecticut Wealth Management, LLC is a registered investment advisor based in Farmington, CT. They offer a variety of financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has over 3 billion dollars in assets under management and serves over 1,300 clients.
Connecticut Wealth Management, LLC

281 FARMINGTON AVENUE

FARMINGTON, CT 06032-1911

$3.17B

Assets Under Management

1

Total Clients

36

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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assets under advisement

Assets under advisement

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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Patrick Sullivan’s Registration & Firm History

CT

01/20/2022 - Present

Connecticut Wealth Management, LLC (FARMINGTON CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Francis Sullivan.
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