John Sullivan
Integra Global Advisors · Stamford, Connecticut
John Sullivan is a fee-only financial advisor at Integra Global Advisors in Stamford, Connecticut. John focuses on family wealth transfer. Integra Global Advisors reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Integra Global Advisors |
|---|---|
| Based in | Stamford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $684.1M across 56 accounts |
| SEC registration | Investment adviser representative in CT · CRD 7227095 |
| Exams passed | Series 63 (2023) · Series 65 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.integraga.com |
| Profile |
How John's firm compares
- Integra Global Advisors's average account is about $12.2 million, from its Form ADV (assets managed divided by 56 accounts).
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Questions about John
Is John Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Integra Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Integra Global Advisors, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is John Sullivan based?
John Sullivan is based in Stamford, Connecticut.
What does John specialize in?
John's specialties include family wealth transfer. John works with ultra high net worth and multi-generational families.
Is John Sullivan registered with the SEC?
Yes. John Sullivan is registered as an investment adviser representative in CT (CRD 7227095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integra Global Advisors manage?
Integra Global Advisors reports $684.1M across 56 accounts in assets under management.
How do I contact John Sullivan?
Through John's website, www.integraga.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
- Integra Global Advisors 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.
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