Paul
Sullivan
Unique Wealth, LLC
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About this Advisor
Paul Sullivan is a financial advisor based in Clearwater, Florida, working with Unique Wealth, LLC. Paul has previously held positions at Franco'S Pizza, Ps2 Athletics, Laa Sports And Entertainment, Elevate Sports Media, Lee, Nolan & Koroghlian LLC, A Massmutual Agency, Unique Wealth, LLC, Pascack Hills High School, Iona College, and The University Of Tampa. Paul has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Paul is part of Unique Wealth, LLC, which operates out of Clearwater, Florida. The firm has 12 employees and manages assets totaling $766.5 million. Unique Wealth, LLC serves high-net-worth clients and offers services such as financial planning services and portfolio management for individuals and small businesses. The fee structure at Unique Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Unique Wealth, LLC Brokerage Details
$766,513,740
12
2,470
$310,329
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Paul Sullivan Work History
Unique Wealth, LLC
Lee, Nolan & Koroghlian LLC, A Massmutual Agency
Laa Sports And Entertainment
Elevate Sports Media
The University Of Tampa
Ps2 Athletics
Iona College
Franco'S Pizza
Pascack Hills High School
Disclosures
Please visit the SEC profile of Paul Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unique Wealth, LLC
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
Clearwater, FL
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