Brittany
Sullivan
Ridgewood Investments
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About this Advisor
Brittany Sullivan is a financial advisor operating in Springfield, New Jersey with a total of 4 years of relevant experience. Sullivan is an employee of Ridgewood Investments. Over the course of their career, Sullivan has held roles at Ridgewood Investments LLC, Malaga Bank, Whole Foods Market and California Baptist University. Sullivan holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Ridgewood Investments is a company based out of Springfield, NJ. The company has a total of six employees. It controls $302 million in assets under management among its 591 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 591 client accounts, 33% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on the services. Fees billed by Ridgewood Investments can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ridgewood Investments Brokerage Details
$302,383,497
6
591
$511,647
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
Brittany Sullivan Work History
Brittany has been registered as a financial advisor for 4 years.*
Ridgewood Investments LLC
Malaga Bank
Whole Foods Market
California Baptist University
California Baptist 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 Brittany 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 Ridgewood Investments
Springfield, NJ
Beverly Hills, CA
Springfield, NJ
Springfield, NJ
Springfield, NJ
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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