Conor Blair Sullivan

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2013 → 09/2017
  Goldman Sachs & Co.
  Chicago, IL
• 10/2017 → 05/2019
  Fisher Investments
  Plano, TX
• 05/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2019 → Present
  Bank Of America, N.A.
  Dallas, TX

Previous Registrations

• 2017-10-18 → 2019-05-31
  Fisher Investments
  Plano, TX
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Other Names

• Conor Blair Sullivan
• Conor Sullivan
• Sullivan Blair Sullivan