Daniel Ryan Sullivan

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

• 07/2019 → 08/2022
  Potomac Financial Private Client Group
  Reston, VA
• 06/2018 → 08/2018
  Ubs
  Westport, CT
• 06/2015 → 08/2018
  Westport Parks And Recreation
  Westport, CT
• 08/2015 → 06/2019
  Virginia Tech
  Blacksburg, VA
• 08/2022 → 02/2025
  Commonwealth Financial Network
  Waltham, MA
• 08/2022 → 02/2025
  Potomac Financial Private Client Group, Llc
  Reston, VA
• 02/2025 → Present
  Potomac Financial Private Client Group, Llc
  Reston, VA
• 02/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Fixed insurance sales; Located in Reston, VA 20191, as of 2/24/2025; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2022-11-21