James Sullivan
Founder at Private Advisor Group LLC
Profile
Mr. Patrick J.
Sullivan is a Managing Director & Executive Chair at Private Advisor Group LLC.
In this role, he ensures independent advisors who joined Private Advisor Group are knowledgeable, confident, and prepared to face the ever-changing financial-advisory landscape.
He brings over 30 years of experience in financial services to the team.
Prior to joining Private Advisor Group, he held management operations and finance positions with Verizon.
He then switched careers and became a financial advisor with American Express Financial Advisors which later led him to co-found Private Advisor Group.
Mr. Sullivan earned a Bachelor of Arts from State University of New York at Albany and then a Master of Business Administration from Fordham University.
James Sullivan active positions
| Companies | Position | Start |
|---|---|---|
Private Advisor Group LLC
 Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Founder | 02/09/2010 |
Former positions of James Sullivan
| Companies | Position | End |
|---|---|---|
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | - |
| NYNEX Corp. | Corporate Officer/Principal | - |
Training of James Sullivan
| Fordham University | Masters Business Admin |
| State University of New York at Albany | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
| NYNEX Corp. | Communications |
| American Express Financial Advisors, Inc. | |
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Finance |
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