Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
24yrs
John Sullivan
Full name on record: John Patrick Sullivan
Financial advisor at Truist Advisory Services
Based in Richmond, Virginia, John Sullivan is a financial advisor with 24 years of industry experience. John has been with Truist Advisory Services since 2016; before that, John spent five years at MML Investors Services. John’s designations include CFP® and ChFC.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office919 E Main St Floor 5, Richmond, VA 23219
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
- 2009 – 2015MML Investors Services, LLCPreviously
Contact John
Local office(804) 782-5690Ask for John. (800) 874-4770Main office · Atlanta, GA 919 E Main St Floor 5Richmond, VA 23219Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask John
Tailored to John’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 John
How do I contact John?
Call John’s local office at (804) 782-5690 or the Truist Advisory Services main office at (800) 874-4770, and ask for John Sullivan.
How long has John been a financial advisor?
John has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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