# Brandon Sullivan

> Brandon Sullivan is a fee-only financial advisor at Spring Street Wealth in New York, New York. Brandon focuses on equity compensation, tax planning and founders (pre-exit). Spring Street Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-sullivan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Spring Street Wealth
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $26.4M across 76 accounts
- **Specialties:** Equity compensation, Tax planning, Founders (pre-exit), Small business owners
- **Works with:** High earners, Executives, Founders
- **CRD:** 5854395 (https://adviserinfo.sec.gov/individual/summary/5854395)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.springstreetwealth.com

## Frequently asked questions

### Is Brandon Sullivan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Spring Street Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Spring Street Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brandon Sullivan based?

Brandon Sullivan is based in New York, New York.

### What does Brandon specialize in?

Brandon's specialties include equity compensation, tax planning, founders (pre-exit) and small business owners. Brandon works with high earners, executives and founders.

### Is Brandon Sullivan registered with the SEC?

Yes. Brandon Sullivan is registered as an investment adviser representative in NY (CRD 5854395), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Spring Street Wealth manage?

Spring Street Wealth reports $26.4M across 76 accounts in assets under management.

### How do I contact Brandon Sullivan?

Through Brandon's website, www.springstreetwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5854395): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.springstreetwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.