Kyle
Sullivan

United Brokerage Services, Inc

CRD#6582433
Investment Advisor
in Vienna, VA

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About this Advisor

Kyle Sullivan is a financial advisor who works out of Vienna, Virginia with 3 years of industry experience. Sullivan is an advisor for United Brokerage Services, Inc. During their career, Sullivan has held roles at Booz Allen Hamilton, Wake Forest University, Lou'S City Bar, Morgan Stanley, Nylife Securities LLC, New York Life Insurance Co, Cambridge Investment Research, Inc, Capital Investment Advisors, Inc, United Brokerage Services, Inc and United Institutional Services Group. Sullivan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in District Of Columbia, Maryland, New Jersey, Pennsylvania, Virginia and West Virginia. United Brokerage Services, Inc is a business headquartered in Parkersburg, WV. It has offices in 79 locations and a total of 100 people on staff. It handles $229 million in total assets between its 953 accounts, making it one of the mid-sized firms in the nation by assets under management. United Brokerage Services, Inc provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice largely depend on the services. Fees charged by United Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2071 Chain Bridge Road
Vienna, VA 22182

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$229,449,080

VA Average: $493,341,091
Total Number of Employees

100

VA Average: 16
Total Number of Accounts

953

VA Average: 1,028
Average Account Size

$240,765

VA Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kyle Sullivan Work History

Kyle has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

United Institutional Services Group

2020 - Present (4 years)

United Brokerage Services, Inc

2017 - 2019 (2 years)

Cambridge Investment Research, Inc

2016 - 2016 (< 1 year)

Nylife Securities LLC

2016 - 2016 (< 1 year)

New York Life Insurance Co

2016 - 2019 (3 years)

Capital Investment Advisors, Inc

2015 - 2016 (1 year)

Morgan Stanley

2013 - 2015 (2 years)

Booz Allen Hamilton

2013 - 2013 (< 1 year)

Lou'S City Bar

2009 - 2013 (4 years)

Wake Forest University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Brokerage Services Inc

Scott Molina
Wheeling, WV
Amanda Giangola
Inwood, WV
Joseph Carter
Mc Lean, VA
Todd Loyal
Uniontown, PA
Gregory Dennis
Dunbar, WV
Matthew Humphrey
Vienna, VA
Joshua Mcbride
Parkersburg, WV
Ronald Burley
Hagerstown, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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