Sean Sullivan

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 06/2023 → 08/2023
  Fisher Investments
  Plano, TX
• 08/2024 → Present
  Fisher Investments
  Plano, TX
• 06/2022 → 08/2022
  Nai Shames Makovsky
  Denver, CO
• 11/2020 → 08/2021
  Yeaa Student Painters
  Ann Arbor, MI
• 05/2020 → 06/2020
  Instacart
  Laguna Niguel, CA
• 06/2019 → 08/2019
  Green Street Advisors
  Newport Beach, CA
• 08/2013 → 05/2020
  St. Margaret's Episcopal School
  San Juan Capistrano, CA
• 08/2020 → 05/2024
  University Of Michigan
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-17