April Michelle Sullivan
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Corient Services LLCJan 2024 to now
- CorientJan 2023 to now
- Portola PartnersJan 2020 to Mar 2023
- Brownson, Rehmus & FoxworthJul 2018 to Dec 2019
- Amazon LogisticsSep 2017 to Jul 2018
- Curran and LewisJun 2017 to Nov 2017
- First Republic Investment Management, Inc.Sep 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 4154653
- Firm CRD
- 319448