Bradley Sullivan, Edward Bunting

Sullivan Wealth Management Group

Adviser/team AUM: $110,000,000

Move Details

Firm leaving Morgan Stanley Wealth Management
Firm joining Beverly Hills Wealth Management
Adviser(s) location

Roseville, CA

Date announced July 22, 2013
Transition date July 18, 2013

Latest Moves to Beverly Hills Wealth Management

Adviser(s) Date announced
Bradley Sullivan, Edward BuntingJuly 22, 2013

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

  @IN Wire

Apr 19 08:21PM
Easter egg dyeing! #HappyEaster
Apr 19 06:59PM
Did Market Monetarists Accurately Predict Low Inflation?

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by

Most Watched Video

7:12The 2 biggest factors driving growth in active ETFs

Ugo W. Egbunike Dir. Of Business Development, Greg Crawford Deputy Editor, InvestmentNews

Video Spotlight
1:47People are Living Longer. Good News or Bad News?

Sponsored by Oppenheimer Funds Inc.