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Keegan Glynn Sullivan

Investment adviser representative at Chemistry Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Chemistry Wealth Management LLCJun 2025 to now
  2. Advice and Planning Services LLCOct 2023 to May 2025
  3. TIAA-CREF Individual & Institutional Services, LLCJun 2023 to May 2025
  4. TIAA-CREF Individual & Institutional Services, LLCJun 2022 to Aug 2022
  5. L3 Homelending LLCMar 2021 to May 2023
  6. University of KentuckyAug 2019 to May 2023
  7. St. Xavier High SchoolAug 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (NY).

Chemistry Wealth Management LLC

$1.3BAssets managed
558Clients
7Advisers
5 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
7739247
Firm CRD
316069
Advisor's SEC record (opens in a new tab)
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