Raymond Joseph Sullivan
Investment adviser representative at Fourstar Wealth Advisors, LLC
35 yearsExperience
1 stateRegistered in
$1.4BFirm assets
9 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Fourstar Wealth Advisors, LLCJul 2020 to now
- Sullivan & Sullivan, LtdMay 1991 to now
- Forum Financial Management, LPAug 2013 to Jul 2020
- Pks Advisory Services, LLCAug 2013 to Jul 2020
- Purshe Kaplan Sterling InvestmentsAug 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (IL).
Fourstar Wealth Advisors, LLC
$1.4BAssets managed
1,798Clients
44Advisers
9 yearsIn 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
- 2259009
- Firm CRD
- 169613