Glenn Sullivan
Investment adviser representative at Arcadia Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$445.5MFirm assets
5 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 assets
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
11 years in the industry.
- Arcadia Wealth Management, LLCApr 2026 to now
- Financial Compass GroupDec 2024 to Apr 2026
- Bank of America, N.A.Mar 2024 to Nov 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to Nov 2024
- Equitable Advisors, LLCJun 2019 to Dec 2024
- AXA Advisors, LLCJun 2019 to Jun 2020
- Northwestern Mutual Investment Services, LLCNov 2018 to Dec 2018
- W.B. MasonJul 2018 to Aug 2018
- Aj's KitchenMay 2016 to Aug 2017
- Sunglass HutNov 2015 to Jun 2019
- University of New HamphireJul 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Arcadia Wealth Management, LLC
$445.5MAssets managed
669Clients
11Advisers
5 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
- 7043222
- Firm CRD
- 284925