Nicholas
Sullivan
Kfa Private Wealth Group, LLC
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About this Advisor
Nicholas Sullivan is a financial advisor based in Cranford, New Jersey, working with Kfa Private Wealth Group, LLC. Nicholas has previously held positions at The Vanguard Marketing Corporation, Vanguard Advisers Inc, All Star Financial, Prairieview Partners, Facet Wealth, and Kfa Private Wealth Group, LLC. Nicholas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Pennsylvania. Currently, Nicholas is part of Kfa Private Wealth Group, LLC, which operates out of Cranford, New Jersey. The firm has 12 employees and manages assets totaling $784.5 million. The firm serves a variety of clients, including 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, and selection of other advisers. The fee structure at Kfa Private Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kfa Private Wealth Group, LLC Brokerage Details
$784,477,103
12
3,821
$205,307
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
Nicholas Sullivan Work History
Kfa Private Wealth Group, LLC
Facet Wealth
Prairieview Partners
The Vanguard Marketing Corporation
All Star Financial
Vanguard Advisers Inc
Disclosures
Please visit the SEC profile of Nicholas 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 Kfa Private Wealth Group, LLC
Cranford, NJ
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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