Benjamin
Sullivan
Collaborative Wealth
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About this Advisor
Benjamin Sullivan is a financial advisor based in Lake Mary, Florida, working with Collaborative Wealth. Benjamin has previously held positions at Collaborative Wealth Management, Inc, Bny, Heritage Wealth Management, LLC, Bny Mellon, University Of Florida, Collier Financial Solutions, Craig Martin State Farm, Seminole State College, School, Morgan Stanley, and Chick-Fil-A. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Benjamin is part of Collaborative Wealth, which operates out of Lake Mary, Florida. The firm has 3 offices and 12 employees. The firm manages assets totaling $463.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Collaborative Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Collaborative Wealth Brokerage Details
$463,643,037
12
1,638
$283,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Benjamin Sullivan Work History
Collaborative Wealth Management, Inc
Bny
Heritage Wealth Management, LLC
Bny Mellon
University Of Florida
University Of Florida
Collier Financial Solutions
Craig Martin State Farm
Seminole State College
Morgan Stanley
Chick-Fil-A
Chick-Fil-A
School
Disclosures
Please visit the SEC profile of Benjamin 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 Collaborative Wealth
Gainesville, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Stuart, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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