Margaret Sullivan

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2006 → 09/2022
  Thomas Savone & Associates
  Flagler Beach, FL
• 08/2007 → 09/2022
  Commonwealth Financial Network
  Waltham, MA
• 09/2022 → 09/2025
  Commonwealth Financial Network
  Waltham, MA
• 09/2022 → 09/2025
  Thomas Savone & Associates
  Bunnell, FL
• 09/2025 → Present
  Kestra Investment Services, Llc
  Bunnell, FL
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Bunnell, FL

Previous Registrations

• 2015-03-17 → 2025-09-09
  Commonwealth Financial Network
  Bunnell, FL

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/09/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THOMAS SAVONE & ASSOCIATES POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 45 SECURITIES TRADING HOURS: 128 START DATE: 09/09/2025 ADDRESS: 4101 East Moody Blvd, Suite B, Bunnell FL 32110, United States DESCRIPTION: Conducting client appointments, conducting initial consultations, reviewing client's financial situation, providing strategic solutions, reviewing portfolios, trading, customer service, etc. Name: SOUTHERN SEVEN & COMPANY, LLC POSITION: Equal Primary Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/18/2026 ADDRESS: 4879 Palm Coast Parkway, NW, Suite 5, Palm Coast FL 32137, United States DESCRIPTION: To oversee and operate the Southern Seven & Company, LLC business fundamentals and property maintenance.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06
• S63 Uniform Securities Agent State Law Examination
  2009-05-26

Designations

• Chartered Financial Consultant

Other Names

• Margaret Mugford Sullivan
• Margaret Mugford