BTS Asset Management
47yrs
Top advisor by experience in Lexington
12yrs
Peter Sullivan
Financial advisor at Hightower Advisors
Peter Sullivan has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Lexington, Massachusetts. After less than a year at Thompson Wealth Management, Peter joined Hightower Advisors in 2022, a firm offering financial planning, investment management, and private fund management. Peter holds the CFP® designation.
One of 85 advisors with offices in Lexington, and one of 68 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office12 Waltham St, Lexington, MA 02421
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowHightower Advisors, LLCCurrent firm
- Aug 2021 – Jan 2022Thompson Wealth Management, LTD.Previously
Contact Peter
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Peter. 12 Waltham StLexington, MA 02421Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- 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
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About Peter
How do I contact Peter?
Call Hightower Advisors at (312) 962-3800 and ask for Peter Sullivan. Peter works from the Lexington, MA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Peter 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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