Morgan Stanley
47yrs
Top advisor by experience in Paramus
34yrs
Robert Sullivan is a fiduciary financial advisor in Paramus, New Jersey, with 34 years in the industry. Robert joined Merrill in 2010, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 739 advisors with offices in Paramus, and one of 666 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience at Merrill
Office115 W Century Rd, Paramus, NJ 07652
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment 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.
Career
Contact Robert
(800) 637-7455Firm headquarters in New York, NY. Ask for Robert. 115 W Century RdParamus, NJ 07652Office · Get directions
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Questions to ask Robert
Tailored to Robert’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?
- 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
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About Robert
How do I contact Robert?
Call Merrill at (800) 637-7455 and ask for Robert Sullivan. Robert works from the Paramus, NJ office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1992, about 34 years. Top 9% by experience at Merrill.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Robert 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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