Robert W. Baird & Co.
47yrs
Top advisor by experience in Danvers
8yrs
Mark Sullivan has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Danvers, Massachusetts. After five years at Timescale Financial, Mark joined Onedigital in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 170 advisors with offices in Danvers, and one of 155 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office222 Rosewood Drive 10th Floor, Danvers, MA 01923
FirmOnedigital
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.19 million
Advisors at the firm389
States licensed ?1 state
Services through Onedigital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2022 – nowOnedigitalCurrent firm
- 2018 – 2023Timescale Financial, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Mark
How do I contact Mark?
Call Onedigital at 877-742-2021 and ask for Mark Sullivan. Mark works from the Danvers, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Onedigital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Mark 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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