Sean Paul Sullivan
Investment adviser representative at Willow Wealth
17 yearsExperience
51 statesRegistered in
$1.6BFirm assets
10 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Willow WealthJan 2023 to now
- YieldstreetDec 2022 to now
- LPL Financial LLCDec 2021 to Dec 2022
- Point 32 Investment PartnersDec 2021 to Dec 2022
- Royal Bank of CanadaApr 2019 to Dec 2021
- Wow PaymentsNov 2018 to Mar 2019
- The Bridgehampton ClubJul 2013 to Nov 2018
- StudentSep 2009 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 51 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Willow Wealth
Legal name: Willow Asset Management LLC
$1.6BAssets managed
411Clients
3Advisers
10 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
- 7097419
- Firm CRD
- 282487