Morgan Stanley
47yrs
Top advisor by experience in Lisle
35yrs
Patrick Sullivan
Full name on record: Patrick Michael Sullivan
Financial advisor at MML Investors Services
Patrick Sullivan is a financial advisor in Lisle, Illinois, with 35 years in the industry. Patrick joined MML Investors Services in 2001, a firm offering financial planning, investment management, and retirement plan consulting. MML Investors Services reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience in Illinois
Office2441 Warrenville Road Suite 300, Lisle, IL 60532
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?2 states
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2001 – nowMML Investors Services, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick Sullivan. Patrick works from the Lisle, IL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 1991, about 35 years. Top 8% by experience in Illinois.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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