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Craig Alan Sullivan

Investment adviser representative at Franklin Street Advisors Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$4.5BFirm 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Franklin Street Advisors Inc.Aug 2012 to now
  2. Franklin Street Securities, IncJul 2012 to now

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (NC).

Franklin Street Advisors Inc.

Legal name: Franklin Street Advisors, Inc.

$4.5BAssets managed
413Clients
15Advisers
35 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
5263655
Firm CRD
106275
Advisor's SEC record (opens in a new tab)
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