Thomas Jefferson Sullivan
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
9 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Junk Knight LLCApr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2023 to now
- Bank of America, N.A.Apr 2023 to now
- Gerson Lehrman Group, Inc.Jan 2020 to now
- University of VirginiaJan 2024 to Aug 2025
- Edward D. Jones & Co., L.P.Sep 2022 to Mar 2023
- Self EmployedMay 2022 to Sep 2022
- Onsite USA, LLCJan 2022 to Apr 2023
- Cloudpareto D.B.A. BidscaleDec 2021 to Feb 2022
- AvanadeNov 2020 to Dec 2021
- University of MichiganMay 2020 to Apr 2023
- Accenture Federal ServicesMay 2019 to Oct 2020
- Accenture LLPFeb 2018 to Apr 2019
- Izar Capital GroupMay 2017 to Aug 2017
- Self-employedJan 2017 to Mar 2018
- Georgetown UniversityJan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7605403
- Firm CRD
- 7691