Merrill
47yrs
Top advisor by experience in Alexandria
4yrs
Daniel Sullivan
Full name on record: Daniel Ryan Sullivan
Financial advisor at Commonwealth Financial Network
Daniel Sullivan has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Alexandria, Virginia. Daniel has been with Commonwealth Financial Network since 2023. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 366 advisors with offices in Alexandria, and one of 348 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeAlexandria, VA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- 2023 – nowCommonwealth Financial NetworkCurrent firm
Contact Daniel
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Daniel. Alexandria, VAOffice · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVERIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Daniel Sullivan. Daniel works from the Alexandria, VA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Daniel 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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