William Joseph Sullivan

Employer firm

Next Level Private LLC CRD 313247

$1.37B 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

• 01/1987 → Present
  Sullivan Insurance, Inc.
  Milton, MA
• 07/2022 → Present
  Next Level Private Llc
  Harrison, NY

Previous Registrations

• 2005-06-20 → 2009-04-14
  Lexington Wealth Management, Inc.
  Lexington, MA
• 2004-10-26 → 2005-11-22
  Lexington/Bridgewater Wealth Management, Llc
  Lexington, MA
• 2000-01-01 → 2004-12-31
  Lexington Advisors
  Lexington , MA

Other Businesses

1). William Sullivan Insurance Agency. Insurance services; full time. 2). Milton-Fuller Housing Agency. Non-investment related. Milton, MA. Board member of an over 55 housing community. 4 HRS/MONTH. 0 HOURS DURING TRADING HOURS. While there is no direct compensation for this role, the insurance company that Mr. Sullivan has a 25% ownership in insures all of the buildings for the Milton-Fuller Housing Agency.

Other Names

• William J Sullivan