Michael P Sullivan

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2010 → 03/2020
  Wells Fargo Funds Distributor, Llc
  San Francisco, CA
• 01/2010 → 03/2020
  Wells Fargo Funds Management, Llc
  San Francisco, CA
• 06/2020 → 09/2021
  Sentinel Securities Inc.
  Wakefield, MA
• 06/2020 → 09/2021
  Sentinel Pension Advisors
  Wakefield, MA
• 09/2021 → Present
  Gwfs Equities, Inc
  Greenwood Village, CO
• 09/2021 → Present
  Advised Assets Groups, Llc
  Greenwood Village, CO

Previous Registrations

• 2020-07-01 → 2021-09-08
  Sentinel Pension Advisors, Llc.
  Wakefield, MA
• 2017-01-30 → 2020-01-15
  Allspring Funds Management, Llc
  Boston, MA
  Boston, MA
• 2010-01-04 → 2014-12-31
  Allspring Funds Management, Llc
  San Francisco, CA
• 2009-09-18 → 2010-01-04
  Evergreen Investment Management Co
  Boston, MA
• 2004-10-20 → 2006-09-05
  Banc Of America Investment Services, Inc.
  Burlington, MA
  Burlington, MA
• 2004-02-25 → 2004-10-20
  Quick & Reilly, Inc.
  Reading, MA

Other Businesses

Saugus Public Library Board of Trustees | INVESTMENT RELATED: No | 295 Central Street Saugus, MA 01906 |Trustee | 1 hour per month none during trading hours | Approve new personnel hires and policies for the library. Saugus Cultural Council Investment related: No 298 Central Street, Saugus, 01906, Chair, meet one hour per month to review applications and award grants Saugus Band Parents Association (SBPA). Investment Related: No. raise funds for the Saugus Middle & High School Bands and Chorus--support travel to events and purchase equipment. Treasurer. Hours/month: 2 - 4. Business hours: 0. maintain bank account and keep records. Disburse funds to the band and chorus directors Town of Saugus Master Plan Advisory Committee Member of a committee that advise the Town Manager and Planning Board on the Town of Saugus Massachusetts'strategic plan. Non-investment related. The committee is scheduled to meet 6-8 times for an hour during the next twelve months.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-18

Designations

• Certified Financial Planner

Other Names

• Michael Sullivan
• Michael Patrick Sullivan