Evan Sullivan (CRD# 7581236) is an Investment Advisor Representative working at Vestor Capital, LLC in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vestor Capital | Chicago, IL | Sep 2023 - Current | < 1 |
| Lyon Beverage Corporation | Dover, DE | Jun 2020 - Mar 2024 | 3 |
| Alliance Bernstein | San Francisco, CA | Jun 2022 - Aug 2023 | 1 |
| Student | Bloomington, IN | Aug 2021 - Jun 2022 | < 1 |
| Four Star Wealth Advisors | Chicago, IL | Dec 2020 - Aug 2021 | < 1 |
| Student | Bloomington, IN | Aug 2020 - Dec 2020 | < 1 |
| Amazon | Crest Hill, IL | Jun 2020 - Aug 2020 | < 1 |
| Student | Bloomington, IN | Aug 2019 - Jun 2020 | < 1 |
| Big Future Academics | Lemont, IL | Jun 2018 - Aug 2019 | 1 |
| Student | Chicago, IL | Jul 2017 - Jun 2018 | < 1 |
| Lemont Park District | Lemont, IL | May 2017 - Jul 2017 | < 1 |
| Student | Lemont, IL | Sep 2012 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- IL
-
Total Assets Under Management1,766MILLIONS
-
Total Number of Accounts3,134ACCOUNTS
-
Average Account Value$563,547
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, IL, IN, KY, LA, MA, MI, MO, NC, NE, OH, PA, TN, TX, VA, WI, WY
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