Brandon Edward Sullivan
Investment adviser representative at Spring Street Wealth
9 yearsExperience
1 stateRegistered in
$26.4MFirm assets
Under 1 yearFirm 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
9 years in the industry.
- Simplicity GroupOct 2025 to now
- Spring Street WealthOct 2025 to now
- Fidelity InvestmentsMar 2025 to Oct 2025
- Fidelity Personal and Workplace AdvisorsJul 2018 to Oct 2025
- Fidelity Brokerage Services LLCFeb 2016 to Oct 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (NY).
Spring Street Wealth
Legal name: Spring Street Wealth, LLC
$26.4MAssets managed
30Clients
1Advisers
Under 1 yearIn 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
- 5854395
- Firm CRD
- 338643