Peter
Sullivan

Hightower Advisors, LLC

CRD#2696988
Investment Advisor
in Lexington, MA

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About this Advisor

Peter Sullivan is a financial advisor based in Lexington, Massachusetts, working with Hightower Advisors, LLC. Peter has previously held positions at Thompson Wealth Management, LTD, Hightower, Winalytics, and Axa Advisors, LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Peter is part of Hightower Advisors, LLC, which operates out of Lexington, Massachusetts. The firm has 100 offices and 1,816 employees. The firm manages assets totaling $130.2 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, pension consulting services, selection of other advisers, and other services. The fee structure at Hightower Advisors, LLC includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

12 Waltham St
Lexington, MA 02421

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Hightower Advisors, LLC Brokerage Details

Total Assets Under Management

$130,239,337,374

MA Average: $6,674,516,078
Total Number of Employees

1,816

MA Average: 44
Total Number of Accounts

178,256

MA Average: 2,564
Average Account Size

$730,631

MA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Peter Sullivan Work History

2021 - Present (3 years)

Hightower

2019 - 2021 (2 years)

Thompson Wealth Management, LTD

2019 - 2019 (< 1 year)

Winalytics

2014 - 2016 (2 years)

Axa Advisors, LLC

Disclosures

Please visit the SEC profile of Peter 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 Hightower Advisors, LLC

Stephanie Sindler
Chicago, IL
Ruth Berger
New York, NY
John Swanson
Bend, OR
Alexandra Emma
Naples, FL
Mathew Kraines
Newport Beach, CA
Ashley Aguayo
San Diego, CA
David Bosak
Cleveland, OH
Jin Liu
Deerfield, IL

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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