Advisor at Sullivan Pinnacle Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sullivan Pinnacle Advisors, Ltd.
Location
Akron, OH 44320
Credentials
Series 63
Industry experience
23 years
Patrick Sullivan is the principal of Sullivan Pinnacle Advisors, Ltd. in Akron, OH, with 23 years of experience in the financial industry. He has been the owner of Sullivan Company, a CPA firm, since 1984, where he devotes part of his time to investment advisory work. Sullivan holds a Series 63 designation. Sullivan Pinnacle Advisors operates through a co-advisory relationship with an SEC-registered investment adviser, offering wealth management, financial planning, trust wealth management, and retirement plan consulting services. The firm combines financial planning with investment advisory and fiduciary services, emphasizing retirement plan consulting and independent manager selection without taking custody of client assets.
Based on Sullivan Pinnacle Advisors, Ltd.
Based on Sullivan Pinnacle Advisors, Ltd.
Based on Sullivan Pinnacle Advisors, Ltd.
Financial planning fees (Co-Advisor receives 25% of these fees)
$250,000 - $1,000,000: $1,000,000 - $1,800,000: $1,800,000+:
Account minimum: $250,000 Minimum fee: Minimum annual fees may be reduced or waived at Pinnacle's discretion based on criteria such as anticipated future earning capacity, additional assets, related accounts, account composition, and negotiations. Fee-only: Advisory fees are charged by Pinnacle and paid via fee deduction or client billing; Co-Advisor receives a percentage of these fees.
809 White Pond Dr., Suite A
Akron, OH 44320
Ohio
Sullivan Company
1984 - Present (42 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Akron, OH
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