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Robert Harris Sullivan

Jaffe Tilchin Investment Partners, LLC

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About Robert Harris Sullivan

Robert Sullivan is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Jaffe Tilchin Investment Partners, LLC in Tampa, Florida. Robert has experience in providing financial advice to individuals, families, corporations and trusts.

Firm Information

Robert Sullivan is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

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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Robert Sullivan’s Registration & Firm History

FL

06/25/2024 - Present

Jaffe Tilchin Investment Partners, LLC (TAMPA FL)

VA

03/24/2009 - 05/15/2015

AMERIPRISE FINANCIAL SERVICES, INC. (CENTREVILLE VA)

VA

03/05/2004 - 03/23/2009

WACHOVIA SECURITIES, LLC (MCLEAN VA)

NY

05/10/1990 - 03/10/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MD

02/18/1987 - 05/03/1990

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

NA

04/23/1985 - 01/07/1987

FSC SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 03/02/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Robert Harris Sullivan. Review regulatory record here.
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