Robert Philip Sullivan
Investment adviser representative at Hbw Advisory Services LLC
16 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 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
- Seminars and workshops
Experience
16 years in the industry.
- Hbw Advisory Services, LLCJan 2020 to now
- Goldhorn Capital Management LLCAug 2018 to now
- Hbw Partners, LLCMar 2018 to now
- Raghorn Ranch Land & Cattle Co LLCJan 2011 to now
- Robert SullivanJan 2004 to now
- Cetera Advisor NetworksJan 2020 to Apr 2020
- Cetera Advisor NetworksOct 2018 to Jul 2019
- Hbw Advisory Services, LLCAug 2018 to Jul 2019
- UnemployedApr 2018 to Jul 2018
- Ascendant Alternative Strategies LLCMar 2017 to Jan 2018
- Axiom Capital Management, Inc.Jan 2017 to Mar 2018
- Ascendant Capital LLCJan 2017 to Mar 2017
- Cole Capital CorporationJun 2015 to Jan 2017
- Equity Fund AdvisorsJun 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, MT).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 5078203
- Firm CRD
- 143665