J.p. Morgan Securities
47yrs
Top advisor by experience at J.p. Morgan Securities
14yrs
Robert Sullivan
Financial advisor at Wells Fargo Advisors
Based in San Francisco, California, Robert Sullivan is a fiduciary financial advisor with 14 years of industry experience. Robert joined Wells Fargo Advisors in 2016, after four years at Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office420 Montgomery St 7th Floor [Nf*/Ng-Rbo], San Francisco, CA 94104
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2016
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Wells Fargo Advisors at 314-875-3000 and ask for Robert Sullivan. Robert works from the San Francisco, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Robert hold?
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?
Wells Fargo Advisors 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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