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Patrick Joseph Sullivan

Frank, Rimerman Advisors LLC

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About Patrick Joseph Sullivan

Patrick Sullivan is a financial advisor at Frank, Rimerman Advisors LLC. Patrick holds a Series 7 and Series 6 license. Patrick has been in the industry since 1994. Patrick is also a Chartered Financial Analyst. Patrick provides investment performance reporting, financial planning, and selection of other advisors. Frank, Rimerman Advisors LLC has approximately $2 Billion in assets under management.

Firm Information

Patrick Sullivan is currently registered with Frank, Rimerman Advisors LLC. Frank, Rimerman Advisors LLC is a Registered Investment Advisor based in Palo Alto, CA. They provide financial planning, investment performance reporting, and portfolio management services to high-net-worth individuals, charitable organizations, and other clients. The firm manages approximately $2,013,460,339 in assets, with $1,584,793,306 under discretionary management. They have a team of 2 investment advisor representatives and 3 investment advisory functions. You can find more information on their website at https://www.frankrimerman.com/services-for-individuals/private-wealth-management/.
Frank, Rimerman Advisors LLC

1801 PAGE MILL ROAD

PALO ALTO, CA 94304

$2.01B

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment performance reporting

Investment performance reporting

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

CA

01/01/2025 - Present

Frank, Rimerman Advisors LLC (PALO ALTO CA)

CA

09/09/1994 - 07/06/1998

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

BC

Issued 08/31/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Joseph Sullivan.
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