Keegan Sullivan
Chemistry Wealth Management, LLC. · New York, New York
Keegan Sullivan is a fee-only financial advisor at Chemistry Wealth Management, LLC. in New York, New York. Keegan charges an ongoing planning fee and focuses on equity compensation, small business owners and family wealth transfer.
Request an introduction to Keegan →
Specialties
Facts
| Firm | Chemistry Wealth Management, LLC. |
|---|---|
| Based in | New York, New York |
| Fee model | Ongoing planning fee |
| Assets under management | $1.26B across 1,970 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7739247 |
| Exams passed | Series 66 (2023) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | chemistrywealth.com |
How Keegan's firm compares
- Chemistry Wealth Management, LLC.'s average account is about $642,000, from its Form ADV (assets managed divided by 1,970 accounts).
Request an introduction to Keegan
Tell Keegan a little about what you're looking for. Keegan 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 Keegan
Is Keegan Sullivan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keegan holds no broker registration, and Chemistry Wealth Management, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keegan charge for financial advice?
Keegan charges an ongoing planning fee.
Where is Keegan Sullivan based?
Keegan Sullivan is based in New York, New York.
What does Keegan specialize in?
Keegan's specialties include equity compensation, small business owners, family wealth transfer and retirement planning.
Is Keegan Sullivan registered with the SEC?
Yes. Keegan Sullivan is registered as an investment adviser representative in NY (CRD 7739247), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chemistry Wealth Management, LLC. manage?
Chemistry Wealth Management, LLC. reports $1.26B across 1,970 accounts in assets under management.
How do I contact Keegan Sullivan?
Through Keegan's website, chemistrywealth.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
- Chemistry Wealth Management, LLC. 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.