Andrew Sullivan
CIO Wealth Management · Sudbury, Massachusetts
Andrew Sullivan is a fee-only financial advisor at CIO Wealth Management in Sudbury, Massachusetts, who holds the CFP credential. CIO Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CIO Wealth Management |
|---|---|
| Based in | Sudbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $65.8M across 137 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NC, TX · CRD 2989616 |
| Exams passed | Series 66 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ciowm.com |
How Andrew's firm compares
- CIO Wealth Management's average account is about $480,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Andrew
Is Andrew Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and CIO Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, CIO Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Sullivan based?
Andrew Sullivan is based in Sudbury, Massachusetts.
What credentials does Andrew Sullivan hold?
Andrew Sullivan holds the CFP credential.
Is Andrew Sullivan registered with the SEC?
Yes. Andrew Sullivan is registered as an investment adviser representative in MA, NC and TX (CRD 2989616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CIO Wealth Management manage?
CIO Wealth Management reports $65.8M across 137 accounts in assets under management.
How do I contact Andrew Sullivan?
Through Andrew's website, ciowm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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