Edmund Sean Sullivan

Employer firm

T. Rowe Price Associates, Inc. CRD 105496

$2.20T regulatory AUM 83 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 05/2013 → 08/2017
  Dimensional Fund Advisors
  Austin, TX
• 09/2017 → 08/2019
  Blackrock
  Princeton, NJ
• 09/2017 → 08/2019
  Blackrock Investments, Llc
  Princeton, NJ
• 08/2019 → 08/2020
  Burnett Financial Group, Inc.
  Edmond, OK
• 08/2020 → Present
  T Rowe Price
  Baltimore, MD

Previous Registrations

• 2019-08-21 → 2020-08-03
  Bfg Wealth
  Austin, TX
  Edmond, OK
• 2017-09-27 → 2019-08-22
  Blackrock Investment Management, Llc
  Princeton, NJ
• 2013-06-11 → 2017-08-31
  Dimensional Fund Advisors Lp
  Austin, TX

Other Businesses

DryMedic; Non-Investment Related; 9/13/23; Franchise Owner; Wife operates the business but I spend a few hours a month helping; Restoration Services; 8 hours per month; 0 during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-12-18

Designations

• Chartered Financial Analyst

Other Names

• Ned Sullivan
• Edmund Sean Sullivan