Mary B. Mermel

SULLIVAN MERMEL

Chicago, IL 60613

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CRD#: 5494523

Professional summary

Mary Bridget Sullivan Mermel, CFP®, who also goes by Bridget Sullivan, Mary Bridget Sullivan, is a registered financial advisor currently at SULLIVAN MERMEL, INC. located in Chicago, Illinois.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mary has worked at 1 firm .

Biography

I have worked in the financial industry for over 25 years, from working in high-profile litigation, to the back office of a derivatives house, to being a manager and district manager at Starbucks way back when they first opened in Chicago.

In 1997 I started a tax practice, and transitioned to full financial planning in 2008.

I've got a BBA from the University of Wisconsin-Madison, as well as a MA from DePaul University.  I am a Certified Public Accountant, or CPA as well as a Certified Financial Planner (CFP(R)).

My husband and I live in Chicago.  Outside of the office, I enjoy tennis, reading, writing, and music.

Question & Answer

What are your service offerings?

Retirement Income Management

Socially Responsible Investing

Tax Planning

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Fixed Fee (Subscription, Retai...

Investment Advice with Ongoing...

Investment Advice without Ongo...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Socially Responsible Investmen...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Bridget Sullivan | Mary Bridget 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) - RIA

Click below to view Mary Bridget Sullivan Mermel'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 9, 2008 - Present

SULLIVAN MERMEL, INC.

Office #1: 3744 N. Southport Unit G, Chicago, IL 60613

RIA

CRD#: 146266

Chicago, IL

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

Illinois
(5/9/2008)

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

Current Firm

SULLIVAN MERMEL, INC.

BRIDGET SULLIVAN, INC | SULLIVAN MERMEL, INC.

CRD#: 146266 / SEC#:

Illinois

Registered Investment Advisory firm - (5/9/2008 Approved)

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Contact information

Main Address

3744 N. Southport Unit G, Chicago, IL 60613

Mailing Address

Phone number

(773) 404-9344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Mary B. Mermel

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Bridget Sullivan Mermel's CRS (Customer Relationship Summary).

Certified licenses

Experience

SULLIVAN MERMEL, INC.

State Registrations and Notice Filings

Exams

Current Firm

SULLIVAN MERMEL, INC.

Contact information

Documents

Red Flags

Company Information

SULLIVAN MERMEL, INC.

TRUST BUT VERIFY

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