AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
CS

Chris M Sullivan

HYPERION WEALTH MANAGEMENT
MAITLAND, FL
·CRD# 5484651·18 years experience

Professional Summary

Chris M Sullivan is a registered financial advisor currently at HYPERION WEALTH MANAGEMENT, LLC located in Maitland, Florida. Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Chris has worked at 8 firms and has passed the Series 66, SIE, Series 3, Series 31, Series 7, Series 4, Series 24 and Series 30 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
View profile
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

Years of Experience

18 years in the financial services industry

Current & Past Employments

HYPERION WEALTH MANAGEMENT, LLC·CRD# 277141
RIA
225 S Swoope Ave, Maitland, FL 32751
October 6, 2015 - Present
COLONY PARK FINANCIAL SERVICES LLC.·CRD# 41534
RIA
Maitland, FL
July 5, 2017 - August 22, 2017
SANDLAPPER SECURITIES, LLC·CRD# 137906
BD
Winter Park, FL
October 17, 2016 - April 6, 2017
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·CRD# 124446
RIA
Winter Park, FL
February 18, 2011 - October 29, 2015
J.P. TURNER & COMPANY, L.L.C.·CRD# 43177
BD
Winter Park, FL
February 1, 2011 - October 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Orlando, FL
April 28, 2010 - January 5, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Orlando, FL
April 16, 2010 - January 5, 2011
MORGAN STANLEY·CRD# 149777
RIA
Winter Park, FL
June 1, 2009 - April 26, 2010
MORGAN STANLEY·CRD# 149777
BD
Winter Park, FL
June 1, 2009 - April 26, 2010
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
Winter Park, FL
May 20, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
Winter Park, FL
April 18, 2008 - June 1, 2009

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

Current Firm

HW
HYPERION WEALTH MANAGEMENT, LLC

HYPERION CAPITAL PARTNERS, LLC | HYPERION WEALTH MANAGEMENT, LLC

CRD#: 277141
Florida
Registered Investment Advisory firm - Florida (10/6/2015 Approved)

Contact Information

Main Address

225 S Swoope Ave, Maitland, FL 32751

Phone Number

(407) 935-1040

# of Employees

2

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

97

AUM (Assets Under Management)

$63,980,000

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

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.

1)HYPERION WEALTH MANAGEMENT,LLC 225 S Swoope Ave Suite 104 Maitland FL 32751. www.hyperionwm.com INVESTMENT RELATED, MANAGING PARTNER, WEALTH ADVISORY FIRM. Investment related. 25 hours per week. 2)Hyperion Capital Advisors, LLC, the manager of HYPERION HELIOS FUND, 25 S Swoope Ave Suite 104 Maitland FL 32751. PORTFOLIO MANAGER - RAISE ASSETS AND TRADE ON BEHALF OF INVESTORS. 10 hours per week. INVESTMENT RELATED. 3) Name of outside business: Hyperion Decimus, LLC; Is the business investment related: Yes; Location of the business: 125 S Swoope Ave Ste 203 Maitland FL 32751 USA; Position Title: Christopher Sullivan - Portfolio Manager. Responsibilities Duties: Manager of Libertas Fund, LLC and HD Digital Asset Income Fund LP; Start date with business: 2019-01-01; Hours per month devoted to business during trading hours: 60; Hours per month devoted to business outside trading hours: 80; $)Name of outside business: Libertas Fund, LLC ; Location of the business: 125 S Swoope Ave Ste 203 Maitland Fl 32751 USA; Description of the business: Digital Asset Fund ; Position Title: Christopher Sullivan - Portfolio Manager. Start date with business: 2019-01-01; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: No;

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2008About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2017About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Jan 2012About the Series 3 exam

Series 31 — Futures Managed Funds Examination

Passed May 2008About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Apr 2008About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Apr 2012About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Jan 2012About the Series 24 exam

Series 30 — NFA Branch Manager Examination

Passed Aug 2011About the Series 30 exam

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Chris M Sullivan's CRS (Customer Relationship Summary).

Similar Advisors

Lorie Chantelle Jones
Lorie Chantelle Jones

TANDEM FINANCIAL, LLC

GREENWOOD VILLAGE, CO · CRD#
Gregory William Del Colombo
Gregory William Del Colombo

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

PHILADELPHIA, PA · CRD#
TG
Tricia Lee Brown Garner

STATE FARM VP MANAGEMENT CORP.

BLOOMINGTON, IL · CRD#
Darren Dindinger
Darren Dindinger

ALLWORTH FINANCIAL, L.P.

Orting, WA · CRD#
CS
Follow Chris
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required