Adam Mccrystal Sullivan
Investment adviser representative at Arlen Capital, LLC
22 yearsExperience
1 stateRegistered in
$348.8MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Osaic Wealth, Inc. F/k/a Royal Alliance AssociatesOct 2005 to now
- Arlen Capital, LLCJun 2004 to now
- Arlen CorporationJun 2004 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (RI).
Arlen Capital, LLC
$348.8MAssets managed
222Clients
4Advisers
22 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
- 4901150
- Firm CRD
- 118113