Brandon Sullivan Email & Phone Number
Founder, Principal and Private Wealth Advisor @ Spring Street Wealth LLC
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Brandon Sullivan Location
- New York, NY, US
Brandon Sullivan Work
- Founder, Principal and Private Wealth Advisor @ (October 2025 - Present)
- VP Financial Consultant @ (February 2016 - October 2025)
- Assistant Vice President- Financial Advisor @ (February 2012 - February 2016)
- Financial Advisor @ (August 2010 - February 2012)
Brandon Sullivan Education
- Penn State University
Bachelor’s Degree (Management Information Systems, General; Business Law Minor Concentration)
2006-2010
Brandon Sullivan Skills
- Planning Advice
- Due Diligence
- Customer Engagement
- Communication
- Client Services
- Wealth Management Services
- Advising Clients
- Alternative Investments
- Asset Allocation
- Asset Location Strategy
- Box Spreads
- Business Owner Planning
- Cash Flow Management
- Cash Flow Optimization
- Cash Management
- Certified Financial Planner
- Charitable Gift Planning
- Concentrated Stock Management
- Direct Indexing
- Education Planning
- Employee Stock Ownership Plan (ESOP)
- Equity Compenstation
- Estate Planning
- Estate Planning Coordination
- Fee-Only Advice
- Fiduciary
- Fiduciary Services
- Financial Planning
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Insurance Planning
- Investment Management
- Investment Planning
- Investment Strategies
- Leveraged Lending
- Liquidity Events
- Liquidity Solutions
- Liquidity needs
- Long-term Wealth Strategy
- Long/Short Equity
- Multi-generational wealth transfer
- Portfolio Management
- Portfolio Margin
- Portfolio Optimization
- Private Equity
- Private Markets
- RIAs
- Registered Investment Adviser (RIA)
- Restricted Stock
- Restricted Stock Units (RSUs)
- Retirement Income Strategies
- Retirement Planning
- Risk Management
- Roth Conversions
- SMAs
- Securities
- Separately Managed Accounts
- Stock Compensation
- Stock Option
- Tax Planning
- Tax-Aware Investing
- Tax-Efficient Investing
- Tax-Loss Harvesting
- Ultra-High-Net-Worth Individuals
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Wealth Preservation Planning
- Wealth Transfer
- Uniform Combined State Law
- Investments
- Uniform Combined State
- Finance
- Retirement
- Bonds
- Investment Advisory
- Mutual Funds
- Life Insurance
- Series 7
- Enterprise Data Governance
- Collibra
- Hadoop
- Leadership
- Big Data
- End to End Solutions
- Cross Channel Marketing
- Project Portfolio Management
- SDLC
- Software Project Management
- Agile Methodologies
- Enterprise Software
- Requirements Gathering
- Business Analysis
- SOA
- Requirements Analysis
- Software Development
- Analytics
- Enterprise Integration
- Team Building
- Information Security Management
- Compliance Management
- Model Governance
- Metadata Management
- Digital Transformation
- Master Data Management
- Amazon Web Services
- Manta
- Data Lineage
- Data Quality
- Access Control Management
- Knowledge Management
Brandon Sullivan Summary
- Brandon Sullivan, based in New York, NY, US, is currently a Founder, Principal and Private Wealth Advisor at Spring Street Wealth LLC. Brandon Sullivan brings experience from previous roles at Fidelity Investments, Merrill Lynch and Edward Jones. Brandon Sullivan holds a 2006 - 2010 Bachelor’s Degree in Management Information Systems, General; Business Law Minor Concentration @ Penn State University. With a robust skill set that includes Planning Advice, Due Diligence, Customer Engagement, Communication, Client Services and more. Brandon Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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