Brianna Shea Sullivan
Investment adviser representative at Fruitful
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$25.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
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Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Fruitful, IncJan 2024 to now
- Bank of America, N.A.Jun 2022 to Jan 2024
- Merrill Lynch Pierce Fenner & SmithJul 2017 to Jun 2022
- UnemployedJun 2017 to Jun 2017
- UBSDec 2016 to May 2017
- Duquesne UniversityAug 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Fruitful
Legal name: Fruitful Advisory, LLC
$25.2MAssets managed
351Clients
17Advisers
4 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
- 6654226
- Firm CRD
- 322603