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Brandon S
Series 66
New York, NY
Spring Street Wealth
Brandon Sullivan is a financial advisor at Spring Street Wealth in New York, NY, with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and its affiliated entities. Outside of advisory work, he is involved with Simplicity Group, where he recommends and sells fixed annuity and insurance products. Spring Street Wealth provides discretionary portfolio management and financial planning services, focusing on private placements and third-party managers for accredited or qualified investors. The firm combines quantitative, fundamental, and economic analysis with professional judgment, and emphasizes independent manager selection and monitoring alongside operational integration of private investments.
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