Sean Patrick Sullivan
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Citigroup Global Markets, Inc.Jun 2021 to now
- Bank of America N.A.Sep 2020 to Jun 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2020 to Jun 2021
- UnemployedMay 2020 to Jun 2020
- US Commodities Futures Trading CommissionSep 2019 to Feb 2020
- Bank of America Merrill LynchJun 2019 to Aug 2019
- American University Kogod School of BusinessJan 2019 to May 2020
- Seventy2 Capital Wealth ManagementJan 2019 to May 2019
- Cancer Support CommunityFeb 2018 to Aug 2018
- American University, Conference and Guest ServicesMay 2017 to Aug 2017
- Johnny PistolasMar 2017 to Dec 2018
- American UniversityAug 2016 to May 2020
- Wequasett Resort and Golf ClubJul 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 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
- 7060685
- Firm CRD
- 7059