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Raymond Joseph Sullivan

Fourstar Wealth Advisors, LLC

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About Raymond Joseph Sullivan

Raymond Sullivan is a financial advisor with over 27 years of experience in the financial industry. Raymond is currently registered with Fourstar Wealth Advisors, LLC in Illinois. Raymond's past experience includes roles at Purshe Kaplan Sterling Investments and Cetera Financial Specialists LLC. Raymond holds several licenses including Series 6, 7, 63 and 65. Raymond is a Certified Public Accountant (CPA) and is also an active partner in a rental property partnership.

Firm Information

Raymond Sullivan is currently registered with Fourstar Wealth Advisors, LLC. Fourstar Wealth Advisors, LLC is an investment advisory firm based in Chicago, IL. The firm has 19 licensed agents and 39 investment adviser representatives and manages over $1 billion in assets. They provide a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Fourstar Wealth Advisors, LLC

1 N. LASALLE STREET

CHICAGO, IL 60602

$1.02B

Assets Under Management

Not reported

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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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 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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Raymond Sullivan’s Registration & Firm History

IL

07/31/2020 - Present

Fourstar Wealth Advisors, LLC (CHICAGO IL)

IL

08/09/2013 - 08/11/2020

PURSHE KAPLAN STERLING INVESTMENTS (CRESTWOOD IL)

IL

12/07/1992 - 08/14/2013

CETERA FINANCIAL SPECIALISTS LLC (CRESTWOOD IL)

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Licenses & Designations

IA

Issued 01/26/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Raymond Joseph Sullivan.
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