John
Sullivan

Equitable Advisors, LLC

CRD#714584
Investment Advisor
in Edmond, OK

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About this Advisor

John Sullivan is a financial advisor who works out of Edmond, Oklahoma with 24 years of relevant experience. Sullivan is an employee of Equitable Advisors, LLC. Over the course of their career, Sullivan has held roles at Axa Advisors, LLC and Equitable Advisors, LLC. Sullivan holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, Connecticut, Florida, Kansas, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Texas and Wyoming. Equitable Advisors, LLC is a financial advisory business that has its headquarters in New York, NY. The company has offices in 885 locations and a total of 5,251 people on staff. It oversees $25 billion in total assets between its 75,222 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 177 charitable organizations. Of its 75,222 client accounts, 42% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company has a wide range 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 and educational seminars. Financial advisory fees depend on which services the firm provides the client. Fees charged by Equitable Advisors, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

609 S. Kelly Ave Suite L-1
Edmond, OK 73003

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Equitable Advisors, LLC Brokerage Details

Total Assets Under Management

$24,555,313,983

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

5,251

OK Average: 88
Total Number of Accounts

75,222

OK Average: 3,892
Average Account Size

$326,438

OK Average: $1,917,921

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
  • Educational seminars/workshops

John Sullivan Work History

John has been registered as a financial advisor for 24 years.*

1999 - Present (25 years)

Equitable Advisors, LLC

1999 - 2020 (21 years)

Axa Advisors, LLC

*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 John 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 Equitable Advisors, LLC

Sean Dambaugh
Mount Pleasant, SC
Karan Mirchandani
New York, NY
Jennifer Farris
Trussville, AL
Willie Myles
Cary, NC
Jeffrey Desmarais
Shelton, CT
Kyle Lynch
Dallas, TX
Steven South
Selma, AL
Stephen Curlee
Franklin, TN

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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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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