Harry Joseph Sullivan

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2022 → Present
  Citigroup
  New York, MA
• 07/2021 → 06/2022
  O'DOnnell & Tessitore
  Lexington, MA
• 06/2020 → 08/2020
  Atlantic Vacation Homes
  Gloucester, MA
• 05/2018 → 08/2019
  Gentle Giant Moving
  Somerville, MA
• 08/2018 → 05/2022
  Boston College
  Chestnut Hill, MA
• 08/2014 → 05/2018
  Catholic Memorial School
  West Roxbury, MA

Previous Registrations

• 2022-10-13 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Long Island City, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-09-03

Other Names

• Harry Sullivan