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Shawn Patrick O'Sullivan

Apella Wealth

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About Shawn Patrick O'Sullivan

Shawn Patrick O'Sullivan is an Investment Advisor Representative registered with Apella Wealth. Shawn is based in West Hartford, CT. Shawn has been in the industry since 2016. Shawn holds a Series 65 license. Shawn has prior experience with Symmetry Partners, LLC, Dunkin Donuts, Warning Lights, Inc, and Apella Capital, LLC.

Firm Information

Shawn O'Sullivan is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

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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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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percentage of assets

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

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other

Fee for financial planning services. fees for technology.

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Shawn O'Sullivan’s Registration & Firm History

CT

06/14/2021 - Present

Apella Wealth (WEST HARTFORD CT)

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Licenses & Designations

IA

Issued 06/12/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shawn Patrick O'Sullivan.
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