Robert Sullivan
36 West Drive
Massapequa, NY 11758
5162490060
General Information
CRD#
7891062
Years of Experience in Financial Services
30
Number of Years with Current Firm
20
Work Experience
Before establishing Investment Insight Wealth Management, Bob spent 16 years at AXA Advisors, gaining valuable experience and refining his approach to financial planning and investment management. He holds an associates degree in biomedical engineering technology from SUNY Farmingdale, as well as the Chartered Financial Consultant (ChFC) designation from the American College of Financial Planning and the National Social Security Advisor (NSSA) certification. Additionally, he has passed the Series 65 exam, further demonstrating his commitment to professional excellence.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
NSSA®, ChFC®
Securities Licenses
Series 65
Firm Information
Advisor's Number of Clients
130
Assets Managed by Advisor
$125,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892746/rothira-Investment-Insight-Wealth-Management-detailed-disclosure.html