PJ
Patrick James Sullivan
CRD 2401130
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Private Advisor Group, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Private Advisor Group, Llc
Executive Chair · Less than 5% · Sep 2024
-
Private Advisor Group, Llc
Owner · 25% – 50% · Sep 2024
-
Private Advisor Network, Llc
Chief Compliance Officer · Less than 5% · Apr 2024
-
Private Advisor Network, Llc
Managing Member · 25% – 50% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗