Keegan G. Sullivan

CHEMISTRY WEALTH MANAGEMENT LLC

New York, NY 10006

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CRD#: 7739247

Professional summary

Keegan Glynn Sullivan, who also goes by Keegan G Sullivan, is a registered financial advisor currently at CHEMISTRY WEALTH MANAGEMENT LLC located in New York, New York.

Keegan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Keegan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keegan G 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 Keegan Glynn 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

June 12, 2025 - Present

CHEMISTRY WEALTH MANAGEMENT LLC

Office #1: 111 Broadway Room 602, New York, NY 10006

RIA

CRD#: 316069

New York, NY

Past

October 2, 2023 - May 27, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

Frisco, TX

Past

August 18, 2023 - May 27, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

Frisco, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHEMISTRY WEALTH MANAGEMENT LLC

ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA

Registered Investment Advisory firm - (8/26/2021 Approved)

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

New York
(6/12/2025)

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

IAR

Series 66

Date: 10/2/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/17/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/15/2022

Securities Industry Essentials Examination

Current Firm

CHEMISTRY WEALTH MANAGEMENT LLC

ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA

Registered Investment Advisory firm - (8/26/2021 Approved)

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Contact information

Main Address

111 Broadway Room 602, New York, NY 10006

Mailing Address

Phone number

(212) 970-8900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHEMISTRY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/21/2025)

Regulatory assets under management

Total Number of Accounts	1,817
AUM (Assets Under Management)	$ 1,033,469,543

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.

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Keegan G. Sullivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keegan Glynn Sullivan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHEMISTRY WEALTH MANAGEMENT LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Primary Firm SEC Registration

CHEMISTRY WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2023

Series 7TO

Date: 8/17/2023

SIE

Date: 8/15/2022

Current Firm

CHEMISTRY WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHEMISTRY WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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