Craig Sullivan has been an investment adviser representative at AllGen Financial Advisors since March 2026, and is not listed among the firm’s executive officers or direct owners.
Allgen Financial Advisors, Inc. is an Orlando, FL firm with $475M under management, 1,097 clients and 13 advisers in one office, as of its July 2026 filing.
Craig Sullivan’s longest registration was 3 years at Royal Fund Management, LLC (2022–2026). Before joining AllGen Financial Advisors in 2026, Craig Sullivan was registered through Royal Fund Management, LLC.
- – present · under a yearOrlando, FL · Adviser representative · Firm CRD 126877
- Royal Fund Management, LLC– · 3 yearsLady Lake, FL · Adviser representative · Firm CRD 144434
Investment adviser representative registrations
Craig Sullivan is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 12 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Craig Peter Sullivan
- CRD
- 7574054
- Firm
- AllGen Financial Advisors · CRD 126877
- Office
- 100 W. LUCERNE CIRCLE, SUITE 200, Orlando, FL 32801
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Sullivan work?
Craig Sullivan is an investment adviser representative registered through Allgen Financial Advisors, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Craig Sullivan a financial advisor?
Yes. Craig Sullivan has a current investment-adviser registration in Florida, through AllGen Financial Advisors since March 2026.
How many years of experience does Craig Sullivan have?
Craig Sullivan has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Craig Sullivan passed?
Craig Sullivan passed the Series 65 in June 2022.
Where did Craig Sullivan work before AllGen Financial Advisors?
Before AllGen Financial Advisors, Craig Sullivan was registered through Royal Fund Management, LLC, June 2022 to March 2026.
Where is Craig Sullivan based?
Craig Sullivan’s registered office is in Orlando, FL.
Is Craig Sullivan registered with FINRA?
No. Craig Sullivan has no current broker registration.
How can I verify Craig Sullivan’s record?
Search CRD 7574054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Sullivan’s full registration record.
