Ryan Sullivan
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Ryan Sullivan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2022 to now
- US Tech SolutionsAug 2022 to now
- Carolina Golf ClubMay 2021 to now
- Sully's Moving L.L.C.Sep 2020 to Apr 2022
- The Liberty GroupMay 2020 to Jul 2020
- Unc CharlotteAug 2018 to May 2022
- Seven Oaks Swim and Racquet ClubMay 2017 to Aug 2019
- Cardinal Gibbons High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
- 7561067
- Firm CRD
- 19616