Patrick J. Sullivan

Patrick J. Sullivan

CFP®, ChFC®


Contact

Tel: (973) 538-6878
Fax: (973) 490-6410
E-mail: patrick.sullivan
@privateadvisorgroup.com

Managing Director & Financial Advisor

Mission

Dedicated to providing complex financial strategies for clients based on their unique set of goals and dreams.

About Patrick

Patrick Sullivan brings over 30 years of experience in financial services to his role as co-founder and managing director with Private Advisor Group. Patrick is a true visionary, having seen and participated in tremendous changes in the advisory industry over the course of his career.

Patrick began his career in 1984 with NYNEX (now Verizon), serving in various management operations and finance positions. After earning his MBA in 1994, he decided to change careers and became a financial advisor with American Express Financial Advisors. In 1997, wanting to offer his clients a wider selection of products and services, Patrick partnered with LPL Financial and created Morristown Financial Group.

Just a few years later, Patrick recognized the need to deliver a superior compliance solution for other independent advisors and the concept of Private Advisor Group was born. Patrick served as the Chief Compliance Officer for the newly formed RIA from its inception and was directly responsible for building the proprietary compliance technology program that empowers advisors to conduct their compliance processes simply and seamlessly. Patrick is actively involved in the overall strategic direction of the organization and the day to day operations.

An active community participant, Patrick serves on the board of directors for the past 10+ years for Good Grief Inc., a non-profit that provides peer support groups for families who have lost a parent or sibling. He won the Invest in Others Lifetime Achievement Award for his work with Good Grief. He is also a treasurer of the Board of the Actors Center, a non-profit dedicated to the theater.

Born and raised in Brooklyn, NY, Patrick now resides in Morristown, NJ, with his wife, Pam, and two of their three children, Patrick, Fallon and Callie.

 

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