Joseph
Sullivan
Truist Advisory Services, Inc
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About this Advisor
Joseph Sullivan is a financial advisor based in Port Saint Lucie, Florida, working with Truist Advisory Services, Inc. Joseph has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Clearpoint Credit Counseling Solutions, Sullivan'S Holdings, LLC, Sullivan'S Holdings Iii LLC, Sullivan'S Holdings Iv LLC, Suntrust Investment Services, Inc, Suntrust Bank,Inc, and Suntrust Advisory Services, Inc. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Joseph is part of Truist Advisory Services, Inc, which operates out of Port Saint Lucie, Florida. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion 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, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Joseph Sullivan Work History
Suntrust Investment Services, Inc
Suntrust Bank,Inc
Suntrust Advisory Services, Inc
Sullivan'S Holdings Iv LLC
Clearpoint Credit Counseling Solutions
Sullivan'S Holdings Iii LLC
Sullivan'S Holdings, LLC
Suntrust Advisory Services, Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Joseph 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 Truist Advisory Services, Inc
Charlotte, NC
Nashville, TN
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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