Craig Steven Sullivan
Investment adviser representative at Triad Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
$1.5BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Triad Wealth Partners, LLCOct 2025 to now
- Sullivan Wealth Partners, LLCSep 2021 to now
- Fusion Capital ManagementMay 2017 to now
- International Wealth Management dba Sullivan Financial PartnersSep 2008 to now
- Visionary Wealth Management, LLCDec 2020 to Aug 2021
- Investment Advisors Corp.Nov 2016 to Nov 2017
- Sullivan Financial PartnersJun 2008 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 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
- 5525141
- Firm CRD
- 326523