Best Investors Account Sign in
Inactive

Alexander Nelson Sullivan

Vesteer Wealth Management, LLC

Charlottesville, VA

CRD 7658153

Claim This Profile
Employer firm

Vesteer Wealth Management, LLC CRD 306992

$24.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Vesteer Wealth Management, Llc

Charlottesville, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-11-04
  • VA RA
    APPROVED
    Since 2022-11-04

Branch Locations

Charlottesville, VA • 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
Vesteer Wealth Management, Llc Charlottesville VA 11/2022 Present
Carahsoft Reston VA 05/2018 Present
Full-Time Student Charlottesville VA 08/2010 05/2018
  • 11/2022 → Present
    Vesteer Wealth Management, Llc
    Charlottesville, VA
  • 05/2018 → Present
    Carahsoft
    Reston, VA
  • 08/2010 → 05/2018
    Full-Time Student
    Charlottesville, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-29
  • S65 Uniform Investment Adviser Law Examination
    2022-10-29
Other Names
  • Alex Sullivan

View on SEC IAPD

More in Charlottesville, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor