Brendan
Sullivan
Parcion Private Wealth LLC
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About this Advisor
Brendan Sullivan is a financial advisor based in Bellevue, Washington, working with Parcion Private Wealth LLC. Brendan has previously held positions at Charles Schwab & Co., Inc, Hightower Advisors, LLC, Sound Legacy Wealth Advisors, LLC, The Bahnsen Group, and Parcion Private Wealth LLC. Brendan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Brendan is part of Parcion Private Wealth LLC, which operates out of Bellevue, Washington. The firm has 29 employees and manages assets totaling $2.2 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Parcion Private Wealth LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Parcion Private Wealth LLC Brokerage Details
$2,193,318,212
29
1,948
$1,125,933
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brendan Sullivan Work History
Parcion Private Wealth LLC
Sound Legacy Wealth Advisors, LLC
The Bahnsen Group
Hightower Advisors, LLC
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of Brendan 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 Parcion Private Wealth LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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