Charles Joseph Sullivan

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2021 → 08/2021
  Westmoor Club
  Nantucket, MA
• 06/2019 → 08/2019
  Snowy Property Services Financial
  Delray Beach, FL
• 04/2016 → 03/2019
  Seven Bridges Tennis Center
  Delray Beach, FL
• 08/2017 → 12/2021
  Florida State University
  Tallahassee, FL
• 01/2022 → Present
  Sullivan Investments Group, Llc
  Delray Beach, FL
• 08/2019 → 03/2020
  Seminole High Performance Tennis Academy
  Tallahassee, FL
• 05/2025 → Present
  Farther
  Delray Beach, FL

Previous Registrations

• 2022-01-19 → 2025-11-17
  Sullivan Investments Group, Llc
  Delray Beach, FL

Other Businesses

Name of other business: V1kaLLC; Is business Investment related: No; Address of other business: 5500 34th St W Bradenton, FL 34210; Nature of other business: Business and Property Management; Your position: Team Manager; Start date of relationship: 2021; Approx. # of hours /month devote to other business: 10; Number of hours devoted to other business during securities trading hours: 0; Briefly describe duties: Manage Team and Property for Professional Athlete.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-01

Designations

• Certified Financial Planner

Other Names

• Charlie Joseph Sullivan