Patrick Joseph Sullivan
Investment adviser representative at Frank, Rimerman Advisors LLC
23 yearsExperience
2 statesRegistered in
CFADesignation
$3.4BFirm assets
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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
Experience
23 years in the industry.
- Frank, Rimerman Advisors, LLCFeb 2003 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Frank, Rimerman Advisors LLC
$3.4BAssets managed
106Clients
3Advisers
23 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
- 2518382
- Firm CRD
- 124147