Joel Eugene Sullivan
Investment adviser representative at Sullivan Investment Management LLC
23 yearsExperience
3 statesRegistered in
$111.8MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Sullivan Investment ManagementllcOct 2017 to now
- Sullivan Investment Management LLCJul 2017 to now
- Buena Vista Investment ManagementApr 2003 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, WI).
Sullivan Investment Management LLC
$111.8MAssets managed
151Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1949049
- Firm CRD
- 289217