Brianna
Sullivan

Fruitful

CRD#6654226
Investment Advisor
in New York, NY

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About this Advisor

Brianna Sullivan is a financial advisor based in New York, New York, working with Fruitful. Brianna has previously held positions at Merrill Lynch Pierce Fenner & Smith, UBS, Duquesne University, Pershing, A BNY Mellon Company, Boltech Mannings, BNY Mellon, and Bank of America, N.A. Brianna has passed the Series 66 regulatory exam and is registered to provide services in California and New York. Currently, Brianna is part of Fruitful, which operates out of New York, New York. The firm has 29 employees and manages assets totaling $1.4 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Fruitful includes fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

335 Madison Ave., 3Rd Fl
New York, NY 10017

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Fruitful Brokerage Details

Total Assets Under Management

$1,384,519

NY Average: $7,464,549,021
Total Number of Employees

29

NY Average: 88
Total Number of Accounts

89

NY Average: 3,892
Average Account Size

$15,556

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brianna Sullivan Work History

2022 - Present (3 years)

Bank Of America, N.A

2017 - Present (8 years)

Merrill Lynch Pierce Fenner & Smith

2016 - 2017 (1 year)

Ubs

2016 - 2016 (< 1 year)

Pershing, A Bny Mellon Company

2016 - 2016 (< 1 year)

Boltech Mannings

2015 - 2015 (< 1 year)

Bny Mellon

2013 - 2016 (3 years)

Duquesne University

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Disclosures

Please visit the SEC profile of Brianna 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 Fruitful

Rebecca Palmer
New York, NY
Waris Rahemtulla
New York, NY
Mckenna Wieser
New York, NY
Brianna Sullivan
New York, NY
Paige Clausen
New York, NY
Durriya Pierce
New York, NY
Andrea Easterling
Portland, OR
Andrew Rotz
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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