Brandon Sullivan
Spring Street Wealth · New York, New York
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.
Request an introduction to Brandon →
Specialties
Who they serve
- High earners
- Executives
- Founders
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 |
| Assets under management | $26.4M across 76 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5854395 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.springstreetwealth.com |
| Profile |
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
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.
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
- Spring Street Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.