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Patrick Joseph Sullivan

Frank, Rimerman Advisors LLC

Palo Alto, CA

CRD 2518382

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Employer firm

Frank, Rimerman Advisors LLC CRD 124147

$3.40B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • INVESTMENT PERFORMANCE REPORTING

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

Current Employers
Frank, Rimerman Advisors Llc

1801 Page Mill Road, Palo Alto, CA 94304 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-14
CA RA APPROVED 2025-12-12
  • TX RA
    APPROVED
    Since 2026-05-14
  • CA RA
    APPROVED
    Since 2025-12-12

Branch Locations

1801 Page Mill Rd, Palo Alto, CA 94304 • 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
Frank, Rimerman Advisors, Llc Palo Alto CA 02/2003 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
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