Sean
Sullivan

Yieldstreet

CRD#7097419
Investment Advisor
in New York, NY

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About this Advisor

Sean Sullivan is a financial advisor based in New York, New York, working with Yieldstreet. Sean has previously held positions at Royal Bank Of Canada, The Bridgehampton Club, Student, Lpl Financial LLC, Yieldstreet, Point 32 Investment Partners, and Wow Payments. Sean has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Sean is part of Yieldstreet, which operates out of New York, New York. The firm has 2 offices and 143 employees. The firm manages assets totaling $1.2 billion and offers services including portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Yieldstreet includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

300 Park Avenue 15Th Floor
New York, NY 10022

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Yieldstreet Brokerage Details

Total Assets Under Management

$1,218,995,681

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

143

NY Average: 88
Total Number of Accounts

204

NY Average: 3,892
Average Account Size

$5,975,469

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Sean Sullivan Work History

2022 - Present (2 years)

Yieldstreet

2021 - 2022 (1 year)

Lpl Financial LLC

2021 - 2022 (1 year)

Point 32 Investment Partners

2019 - 2021 (2 years)

Royal Bank Of Canada

2018 - 2019 (1 year)

Wow Payments

2013 - 2018 (5 years)

The Bridgehampton Club

2009 - 2018 (9 years)

Student

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 Yieldstreet

Melek Kartal
New York, NY
David Raphael
New York, NY
Nazar Stelmakh
New York, NY
Michael Anderson
New York, NY
Mukti Vasanji
New York, NY
Alexandra Freedman
New York, NY
Sarah Giunta
New York, NY
Aleksei Grinenko
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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