Searle & Co.
47yrs
Top advisor by experience in Greenwich
New
Daniel Sullivan is a fiduciary financial advisor in Greenwich, Connecticut, registered since Mar 2026. Daniel joined Shearman, Ralston in 2026, a firm offering investment management. Shearman, Ralston reports being paid through a percentage of assets.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office333 Greenwich Avenue, Greenwich, CT 06830
How the firm is paid ?Percent of assets
Typical client at the firm ?$4.88 million
Advisors at the firm2
States licensed ?1 state
Services through Shearman, Ralston
Investment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- Mar 2026 – nowShearman, Ralston Inc.Current firm
Contact Daniel
(203) 489-3902Shearman, Ralston main office 333 Greenwich AvenueGreenwich, CT 06830Office · Get directions Firm websiteHTTP://WWW.SHEARMANRALSTON.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel
How do I contact Daniel?
Call Shearman, Ralston at (203) 489-3902 and ask for Daniel Sullivan. Daniel works from the Greenwich, CT office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Daniel hold?
Series 65. 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?
Shearman, Ralston reports being paid by a percentage of the assets they manage. 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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