Kevin James Sullivan
Investment adviser representative at Raymond James & Associates, Inc.
14 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James & Associates, Inc.Feb 2021 to now
- Topstep LLCDec 2020 to Jan 2021
- Chicago CubsMar 2019 to Oct 2020
- UnemployedOct 2018 to Mar 2019
- Raymond James and AssociatesJan 2018 to Oct 2018
- Players Sport & Social GroupFeb 2017 to May 2018
- University of Missouri Athletic DepartmentJan 2015 to Dec 2016
- Mu Student Recreation ComplexMay 2013 to Dec 2016
- University of MissouriAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6902698
- Firm CRD
- 705