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Craig Alan Sullivan

Franklin Street Advisors Inc.

Chapel Hill, NC

CRD 5263655

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Employer firm

Franklin Street Advisors Inc. CRD 106275

$4.53B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT ADVICE

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

Current Employers
Franklin Street Advisors Inc.

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2012-08-06
  • NC RA
    APPROVED
    Since 2012-08-06

Branch Locations

1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Street Securities, Inc Cahpel Hill NC 07/2012 Present
  • 07/2012 → Present
    Franklin Street Securities, Inc
    Cahpel Hill, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-10
  • S66 Uniform Combined State Law Examination
    2007-04-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ABSHER WEALTH MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

DENNIS CLEVELAND GREENWAY
JOSEPH BERNARD FOX
PAUL T BODE

Nearby Offices

ABSHER WEALTH MANAGEMENT, LLC · CHAPEL HILL, NC
FRANKLIN STREET ADVISORS INC. · CHAPEL HILL, NC
RBC CAPITAL MARKETS, LLC · Chapel Hill, NC

More in Chapel Hill, NC

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