A complete list of active advisors currently associated with Sullivan Pinnacle Advisors, Ltd.
Warmer can help you find a great advisor at Sullivan Pinnacle Advisors, Ltd. or one who fits your needs even better.
Sullivan Pinnacle Advisors operates as a co-advisor alongside an SEC-registered subadviser to serve institutional and pooled clients as well as individuals, trusts and retirement plans. The firm offers retirement plan consulting, trust investment advisory and tiered wealth management programs, but does not perform day-to-day trade execution itself. The firm’s model relies on the co-adviser relationship for active portfolio management while Sullivan Pinnacle provides planning, client meetings, ongoing oversight, independent manager selection and asset-tracking and performance reporting. Its retirement plan services include non-discretionary fiduciary consulting under ERISA and, when specifically contracted, the option to provide full investment manager services consistent with a 3(38) role. Noteworthy aspects include an affiliation with a certified public accounting practice, which the firm discloses as a related business and that may inform its tax and fiduciary conversations. The firm also maintains a trust representative office arrangement with a federally chartered trust company and emphasizes pension consulting and the selection of other advisers—services that are less common among similar investment-manager firms.
To learn more about the advisors currently working at Sullivan Pinnacle Advisors, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Akron, OH
| 23
|
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