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Brad Sullivan, CFP
Vice President, Wealth Management
Wealth Advisor
Senior Portfolio Manager
Wealth Advisor
Senior Portfolio Manager
tel: (949) 717-5422
toll free: (800) 468-3352
fax: (949) 717-5333
Professional Details
- 1999 - 1999: Wells Fargo Regional & Commercial Bank - San Francisco, CA
- 2001 - 2003: Barclays Global Investors / Investors Bank & Trust - Sacramento, CA
- 2003 - 2003: PIMCO - Pacific Investment Management Company - Newport Beach, CA
- 2004 - 2006: MetLife Investors - Newport Beach, CA
- 2006 - 2007: The Sullivan Group of Wachovia Securities - Sacramento, CA
- 2007 - Current: Sullivan Wealth Management Team at Morgan Stanley* - Roseville, CA
Brad Sullivan, CFP
holds the following registrations:
Securities Agent: AZ, CA, FL, ID, NV, OR, WA; General Securities Representative; Investment Advisor Representative;
Securities Agent: AZ, CA, FL, ID, NV, OR, WA; General Securities Representative; Investment Advisor Representative;

Edward Joseph Bunting
holds the following registrations:
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, NV, OK, OR, TN, WA; General Securities Representative; Investment Advisor Representative;
Securities Agent: AZ, CA, CO, CT, FL, GA, HI, NV, OK, OR, TN, WA; General Securities Representative; Investment Advisor Representative;
Gresell Wedel
Sr. Reg. Client Service Associate
tel: 9497175321
fax: 9497175333
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures


