Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Sullivan is a financial advisor with Cerity Partners LLC. Robert has been in the financial services industry for over 40 years. He is a Certified Financial Planner™ professional. Robert's primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and charitable organizations. Robert has experience working with a wide range of clients, including high-net-worth individuals, families, and institutions. Robert is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals. He is a strong advocate for his clients, and he is dedicated to helping them achieve their financial objectives.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services; bill pay
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/17/2020 - Present
Cerity Partners LLC (Los Altos CA)
NA
05/08/1989 - 04/01/1992
INVESTMENT ARCHITECTS, INC.
NA
06/01/1988 - 05/24/1989
U.S. ADVISORS, INC.
NA
12/24/1987 - 06/04/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/21/1987 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
07/17/1980 - 01/14/1987
BMI FINANCIAL GROUP
NA
06/09/1980 - 08/03/1980
RAY ESPOSITO & ASSOCIATES, INC.
NA
02/14/1979 - 01/05/1980
PLANNED INVESTMENTS INC.
NA
08/07/1978 - 03/10/1979
DAVE FRIES AND ASSOCIATES
BC
Issued 09/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/1979
Series 24 - General Securities Principal Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1978
Series 1 - Registered Representative Examination
Active
Inactive
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