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MS

Michael C. Sullivan

HENNION & WALSH
Parsippany, NJ 07054-1018
Some features on this profile are disabled
CRD#: 2908423
MS

Professional summary


Michael Chestlley Sullivan, who also goes by Michael Chestley Sullivan, Michael Sullivan, is a registered financial professional currently at HENNION & WALSH, INC. located in Parsippany, New Jersey.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 12 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Chestley Sullivan | Michael 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) - BD


Click below to view Michael Chestlley Sullivan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

August 2, 2023 - Present

HENNION & WALSH, INC.

Office #1: 2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
BD
CRD#: 25766
Parsippany, NJ
Past

May 24, 2022 - August 11, 2023

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
Irvine, CA
Past

April 19, 2021 - February 16, 2022

ADVISORS ASSET MANAGEMENT, INC.

BD
CRD#: 46727
MONUMENT, CO
Past

November 3, 2020 - March 23, 2021

WELLESLEY ASSET MANAGEMENT, INC.

RIA
CRD#: 116176
Pauma Valley, CA
Past

October 2, 2020 - April 1, 2021

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME
Past

May 28, 2014 - August 20, 2020

HENNION & WALSH, INC.

BD
CRD#: 25766
PARSIPPANY, NJ
Past

June 8, 2011 - June 3, 2013

ATEL SECURITIES CORPORATION

BD
CRD#: 17229
SAN FRANCISCO, CA
Past

April 4, 2011 - June 9, 2011

WNC CAPITAL CORPORATION

BD
CRD#: 36174
IRVINE, CA
Past

December 10, 2010 - February 10, 2011

PRIORITY CAPITAL INVESTMENTS, LLC

BD
CRD#: 150215
MAGNOLIA, TX
Past

December 10, 2002 - September 24, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SAN DIEGO, CA
Past

September 3, 2002 - September 24, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

February 7, 2000 - May 14, 2001

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

August 2, 1999 - October 7, 1999

MERRIMAN CAPITAL, INC.

BD
CRD#: 18296
NEW YORK, NY
Past

May 19, 1998 - April 6, 1999

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/2/2025)
RR
California
(8/2/2023)
RR
Hawaii
(8/2/2023)
RR
Idaho
(8/2/2023)
RR
Nevada
(8/2/2023)
RR
New Mexico
(1/2/2025)
RR
Oregon
(8/2/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 2/9/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HENNION & WALSH, INC.
HENNION & WALSH, INC. | NORI, HENNION, WALSH, INC.

CRD#: 25766 / SEC#: , 8-41988

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Mailing Address
2001 Route 46 Waterview Plaza, Parsippany, NJ 07054-1018
Phone number
(973) 299-8989
Established
New Jersey since 10/24/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HENNION, RICHARDEXECUTIVE VICE PRESIDENT1315386
WALSH, WILLIAM WALTERPRESIDENT1174993
FITZSIMMONS, PHILLIPCHIEF COMPLIANCE OFFICER1625889
HENNION, WILLIAMVICE PRESIDENT2048378
KOWALSKI, STEPHEN GEORGEVICE PRESIDENT1919574
MAHN, KEVIN DOUGLASMANAGING DIRECTOR2519398
WURST, WENDY ANNFINOP, TREASURER1902879

Disclosures


Regulatory Event12
Arbitration6

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


HENNION & WALSH, INC.

CRD#: 25766Parsippany, NJ 07054-1018

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