Robert
Sullivan
Heritage Wealth Management Group, LTD
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About this Advisor
Robert Sullivan is a financial advisor working out of Norfolk, Virginia who has 7 years of industry experience. Sullivan is an advisor for Heritage Wealth Management Group, LTD. Throughout their career, they have worked at Ameriprise Financial Services, Inc and Heritage Wealth Management Group, LTD. Sullivan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Texas and Virginia. Heritage Wealth Management Group, LTD is a financial advisory firm based out of Norfolk, VA. The investment advisory business has offices in three locations and a total of six people on staff. It oversees $134 million in total assets between its 547 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm advises two charities and foundations. Of its 547 client accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Heritage Wealth Management Group, LTD provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management are based on the services provided. Fee types billed by Heritage Wealth Management Group, LTD can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Management Group, LTD Brokerage Details
$134,157,967
6
547
$245,261
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Sullivan Work History
Robert has been registered as a financial advisor for 7 years.*
Heritage Wealth Management Group, LTD
Heritage Wealth Management Group, LTD
Ameriprise Financial Services, Inc
*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 Robert 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 Heritage Wealth Management Group, LTD
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
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