Elizabeth Eugenia Sullivan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Elizabeth Sullivan Financial
  Fairfax, VT
• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-02-16 → 2004-01-01
  Ifg Advisory Services Inc
  Fairfax, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-10-03
• S63 Uniform Securities Agent State Law Examination
  1988-12-05

Designations

• Certified Financial Planner