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Paul Thomas Sullivan

Glenmede Investment Management, LP

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About Paul Thomas Sullivan

Paul Thomas Sullivan is an Investment Advisor Representative with Glenmede Investment Management, LP. He has been registered with the SEC since 2007. Paul has been in the industry since 1992 and holds the Series 6 license. His specializations include portfolio management for businesses, individuals, investment companies and pooled investment vehicles.

Firm Information

Paul Sullivan is currently registered with Glenmede Investment Management, LP. Glenmede Investment Management, LP is a Philadelphia-based investment advisor with approximately $11.99 billion in regulatory assets under management. They provide portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer model portfolio overlay accounts and have approximately 3,027 accounts. Glenmede's clients include high-net-worth individuals, insurance companies, investment companies, and other investment advisors. They also provide services to charitable organizations, pension and profit-sharing plans, and corporations or other businesses. They participate in wrap fee programs.
Glenmede Investment Management, LP

1650 MARKET STREET, ONE LIBERTY PLACE

PHILADELPHIA, PA 19103

$11.99B

Assets Under Management

Not reported

Total Clients

9

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio for overlay accounts

Provide model portfolio for overlay accounts

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Asset based fees from model only recipients

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Paul Sullivan’s Registration & Firm History

PA

03/20/2007 - Present

Glenmede Investment Management, LP (PHILADELPHIA PA)

MD

09/01/1997 - 09/26/1997

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

07/06/1995 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

ME

05/25/1995 - 07/05/1995

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

PA

01/27/1992 - 05/23/1994

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

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Licenses & Designations

BC

Issued 01/24/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Thomas Sullivan.
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