Andrew Rowe Sullivan

Employer firm

Cio Wealth Management, Inc. CRD 313576

$65.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2009 → 10/2021
  Lpl Financial, Llc
  Sudbury, MA
• 05/2021 → Present
  Cio Wealth Management, Inc.
  Sudbury, MA

Previous Registrations

• 2009-06-30 → 2021-10-29
  Lpl Financial Llc
  Sudbury, MA
  San Diego, CA
  Sudbury, MA
• 1999-01-26 → 2009-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA
  Wellesley Hills, MA
  Wellesley Hills, MA

Other Businesses

1. 1/5/2017 - No Business Name - Investment Related - South Orleans, MA - Real Estate Rental - 01/03/2017 - 0 Hours Per Month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  1998-01-29

Designations

• Certified Financial Planner

Other Names

• Andrew R Sullivan