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Glenn Sullivan, portrait

Glenn Sullivan

Investment adviser representative at Arcadia Wealth Management in Manchester, NH

Investment adviser registrationUpdated

Glenn Sullivan is an investment adviser representative at Arcadia Wealth Management, LLC, an investment adviser managing $446M, and works from its Manchester, NH office. Glenn Sullivan has been registered through Arcadia Wealth Management since 1 May 2026, has 7 years in the industry across 3 firms and has passed the SIE, Series 7TO and Series 66.

7
Years in industry
0
Years at firm
3
Adviser firms
2
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Glenn Sullivan has been an investment adviser representative at Arcadia Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners. Glenn Sullivan holds a Business degree with a focus in finance and management from the University of New Hampshire.

Arcadia Wealth Management, LLC is a Manchester, NH firm with $446M under management, 669 clients and 10 advisers across 2 offices, as of its August 2026 filing.

Glenn Sullivan is Financial Planner of Arcadia Financial Group. He joined Arcadia Financial in 2026, bringing seven years of experience as an advisor in the Retirement Benefits Group at Equitable Advisors and Merrill Lynch Wealth Management.

Glenn Sullivan’s longest registration was 4 years at Equitable Advisors, LLC (2019–2024). Before joining Arcadia Wealth Management in 2026, Glenn Sullivan was registered through Equitable Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

  1. – present · under a year
    Manchester, NH · Adviser representative · Firm CRD 284925
  2. Equitable Advisors, LLC
    – · 1 year
    Wellesley, MA · Adviser representative · Firm CRD 6627
  3. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    – · under a year
    Portsmouth, NH · Adviser representative · Firm CRD 7691
  4. Equitable Advisors, LLC
    – · 4 years
    Wellesley, MA · Adviser representative · Firm CRD 6627

Credentials and registrations

Investment adviser representative registrations

Glenn Sullivan is registered as an investment adviser representative in 2 states. Each was approved in May 2026.

  • MassachusettsSince 11 May 2026
  • New HampshireSince 1 May 2026

Examinations

Series 669 August 2019
Name
Uniform Combined State Law Examination
Series 7TO12 July 2019
Name
General Securities Representative Examination
SIE6 June 2019
Name
Securities Industry Essentials Examination

Key facts

CRD
7043222
Firm
Arcadia Wealth Management · CRD 284925
Office
155 DOW STREET, SUITE 301, Manchester, NH 03101
Registration
Investment adviser registration
In the industry since
September 2019
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Glenn Sullivan work?

Glenn Sullivan is an investment adviser representative registered through Arcadia Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Glenn Sullivan a financial advisor?

Yes. Glenn Sullivan has a current investment-adviser registration in Massachusetts and New Hampshire, through Arcadia Wealth Management since May 2026.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Glenn Sullivan have?

Glenn Sullivan has 7 years in the financial industry, since September 2019, across 3 adviser firms.

Source: IAPD individual record, checked 23 October 2026

What exams has Glenn Sullivan passed?

Glenn Sullivan has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2019.

Source: IAPD individual record, checked 23 October 2026

Where did Glenn Sullivan work before Arcadia Wealth Management?

Before Arcadia Wealth Management, Glenn Sullivan was registered through Equitable Advisors, LLC, December 2024 to April 2026; Merrill Lynch, Pierce, Fenner & Smith Incorporated, March 2024 to November 2024; Equitable Advisors, LLC, September 2019 to February 2024.

Source: IAPD individual record, checked 23 October 2026

Where is Glenn Sullivan based?

Glenn Sullivan’s registered office is in Manchester, NH.

Source: IAPD individual record, checked 23 October 2026

Is Glenn Sullivan registered with FINRA?

No. Glenn Sullivan has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Glenn Sullivan’s record?

Search CRD 7043222 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Glenn Sullivan’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Arcadia Wealth Management

Sources

  1. IAPD individual record, CRD 7043222, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Arcadia Wealth Management, LLC, filed 10 August 2026. Executive officers and direct owners; this person is not among them.
  3. Arcadia Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.