John Leighton Sullivan
Investment adviser representative at Curated Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
8 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Curated Wealth Partners, LLCJan 2023 to now
- Asana PartnersMay 2018 to Dec 2022
- Thompson Research GroupAug 2017 to May 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Curated Wealth Partners, LLC
$1.8BAssets managed
74Clients
5Advisers
8 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
- 6238419
- Firm CRD
- 297852