Sean
Sullivan
Citigroup Global Markets Inc
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About this Advisor
Sean Sullivan is a financial advisor working out of New York, New York with 2 years of industry experience. Sullivan is currently employed by Citigroup Global Markets Inc. Sullivan has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, American University Kogod School Of Business, Us Commodities Futures Trading Commission, Bank Of America Merrill Lynch, American University, Seventy2 Capital Wealth Management, Johnny Pistolas, American University, Conference And Guest Services, The Black Dog, Gap Inc, Wequasett Resort And Golf Club, The First Tee Program, Fairfield Warde High School, Cancer Support Community, Bank Of America N.A and Citigroup Global Markets, Inc. Sullivan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Citigroup Global Markets Inc is a registered investment firm operating out of New York, NY. The company has offices in 733 locations and a total of 7,927 people on staff. It handles $35 billion in assets among its 53,776 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 140 charitable organizations. Of its 53,776 customer accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets. The company has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Fees for financial management largely are based on which service is provided. Fees charged by Citigroup Global Markets Inc may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Sean Sullivan Work History
Sean has been registered as a financial advisor for 2 years.*
Citigroup Global Markets, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
American University Kogod School Of Business
Us Commodities Futures Trading Commission
Bank Of America Merrill Lynch
Seventy2 Capital Wealth Management
Cancer Support Community
Johnny Pistolas
American University, Conference And Guest Services
American University
The Black Dog
Gap Inc
Wequasett Resort And Golf Club
The First Tee Program
Fairfield Warde High School
*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 Sean 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 Citigroup Global Markets Inc
Bay Shore, NY
Fort Lee, NJ
Stamford, CT
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
Alameda, CA
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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