Patrick Sullivan
Investment adviser representative at Harbor Capital Advisors, Inc.
12 yearsExperience
1 stateRegistered in
$67.6BFirm assets
25 yearsFirm in business
Are you Patrick 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Harbor Capital Advisors, Inc.Jan 2025 to now
- Harbor Funds Distributors, Inc.Jan 2025 to now
- J.P. Morgan Securities LLCJan 2023 to Jan 2025
- UnemployedDec 2022 to Dec 2022
- Bank of America, N.A.Jun 2022 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2022 to Nov 2022
- The Mather GroupJun 2021 to Aug 2021
- William Blair & CompanyJul 2020 to Jul 2020
- University of Wisconsin Library SystemsFeb 2020 to May 2022
- University of Wisconsin, MadisonSep 2018 to May 2022
- Glen View ClubJun 2014 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
Harbor Capital Advisors, Inc.
$67.6BAssets managed
27Clients
9Advisers
25 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
- 7588302
- Firm CRD
- 113042