Advisor at Archer Investment Corporation
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.
Location
Bethesda, MD 20814
Credentials
Series 63, Series 65
Industry experience
16 years
Paul Sullivan Jr. is a financial advisor at Archer Investment Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in the accounting and tax advisory field through his ownership of Sullivan and Company, a CPA firm providing tax advice and financial statement services. His prior work includes over four decades at Paul F. Sullivan, Chtd and Sullivan & Company. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm’s investment approach involves comprehensive financial assessments and diversified portfolio construction across various asset classes, utilizing both discretionary management and model-driven strategies.
Based on Archer Investment Corporation
0.50% management fee for The Archer Funds, billed on daily average balance.
$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%
Account minimum: $25,000 Fee-only: Fee-only basis based on assets under management; no commissions or asset-based sales charges accepted.
4709 Montgomery Lane
Bethesda, MD 20814
Maryland
Paul F. Sullivan, Chtd, Cpa
1981 - Present (45 years)
Sullivan & Company
1980 - Present (46 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.
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