Patrick J. Sullivan
Investment adviser representative at Highmark Wealth Management LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$611.7MFirm 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 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
Experience
14 years in the industry.
- Highmark Wealth Management LLCJul 2012 to now
- Purshe Kaplan Sterling InvestmentsJul 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Highmark Wealth Management LLC
$611.7MAssets managed
429Clients
5Advisers
14 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
- 5786229
- Firm CRD
- 164790