Patrick L. Sullivan

SULLIVAN PINNACLE ADVISORS, LTD.

AKRON, OH 44320

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CRD#: 4630886

Professional summary

Patrick L Sullivan is a registered financial advisor currently at SULLIVAN PINNACLE ADVISORS, LTD. located in Akron, Ohio.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Patrick has worked at 1 firm and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

OWNER OF SULLIVAN COMPANY, A CPA FRIM LOCATED IN AKRON, OH. THIS IS A FULL TIME BUSINESS WITH ONLY A PARTIAL AMOUNT OF TIME DEVOTED TO INVESTMENT ADVISORY WORK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick L Sullivan's 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

February 27, 2003 - Present

SULLIVAN PINNACLE ADVISORS, LTD.

Office #1: 809 White Pond Dr. Suite A, Akron, OH 44320

RIA

CRD#: 125176

AKRON, OH

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(2/27/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/22/2002

Uniform Securities Agent State Law Examination

Current Firm

SULLIVAN PINNACLE ADVISORS, LTD.

CRD#: 125176 / SEC#:

Ohio

Registered Investment Advisory firm - (2/27/2003 Approved)

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Contact information

Main Address

809 White Pond Dr. Suite A, Akron, OH 44320

Mailing Address

Phone number

(330) 873-9920

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Patrick L. Sullivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick L Sullivan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SULLIVAN PINNACLE ADVISORS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2002

Current Firm

SULLIVAN PINNACLE ADVISORS, LTD.

Contact information

Documents

Red Flags

Company Information

SULLIVAN PINNACLE ADVISORS, LTD.

TRUST BUT VERIFY

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