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GS

Guy Sullivan

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CRD#: 1148491
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Guy Sullivan, who also goes by Guy Richard Sullivan, Guy Sullivan, was a registered financial professional .

Guy is a previously registered financial professional and started their career in finance in 1984. Guy had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Guy Richard Sullivan | Guy Sullivan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 5, 2021 - December 31, 2021

SILICON PARKWAY ADVISORY, LLC

RIA
CRD#: 311237
Fairfield, CT
Past

August 24, 2017 - January 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FAIRFIELD, CT
Past

August 16, 2017 - January 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FAIRFIELD, CT
Past

May 16, 2014 - September 18, 2015

INVESTMENT PLANNERS, INC.

BD
CRD#: 18557
DECATUR, IL
Past

August 15, 2005 - May 3, 2012

ROSWELL CAPITAL SECURITIES, LLC

BD
CRD#: 135386
FAIRFIELD, CT
Past

March 10, 2003 - May 16, 2003

AMERICAN SKANDIA ADVISORY SERVICES, INC.

RIA
CRD#: 109211
SHELTON, CT
Past

January 3, 2001 - May 16, 2003

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

September 29, 1995 - February 11, 1999

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA
Past

September 22, 1987 - May 17, 1995

ADVEST, INC.

BD
CRD#: 10
HARTFORD, CT
Past

January 26, 1984 - December 23, 1986

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 4/8/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 8/24/1994
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


SP
SILICON PARKWAY ADVISORY, LLC
FUND FORENSICS, LLC | SILICON PARKWAY ADVISORY, LLC | SILICON PARKWAY ADVISORS

CRD#: 311237 / SEC#:

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Contact information


Main Address
80 Ardmore Street, Fairfield, CT 06824
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SILICON PARKWAY ADVISORY, LLC

CRD#: 311237

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