Michael Raymond Sullivan
Investment adviser representative at The Estate Planners Group
20 yearsExperience
2 statesRegistered in
$422.1MFirm assets
9 yearsFirm in business
Are you Michael Raymond Sullivan? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- The Estate Planners GroupMay 2006 to now
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
The Estate Planners Group
Legal name: The Estate Planners Group LLC
$422.1MAssets managed
342Clients
6Advisers
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
- 2962858
- Firm CRD
- 124418