Timothy Sullivan has been President / Chief Compliance Officer of Strategic Wealth Advisors Group since May 2014, is a control person of the firm and directly owns 75% or more of it.
Strategic Wealth Advisors Group, Inc. is an Utica, MI firm with $207M under management, 544 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Tim Sullivan is Founder and CEO of Strategic Wealth Advisors Group, Inc. Sullivan is an author and the host of the television show Retire Abundantly, which airs on channel 62 CBS in Detroit. Sullivan and his team help federal employees, executives and professionals navigate retirement options and regulations.
Timothy Sullivan’s longest registration is the current one, 9 years at Strategic Wealth Advisors Group since 2017. Before joining Strategic Wealth Advisors Group in 2017, Timothy Sullivan was registered through Gradient Advisors, LLC and United Advisors Corporation.
- – present · 9 yearsUtica, MI · Adviser representative · Firm CRD 285863
- Gradient Advisors, LLC– · 2 yearsClinton TWP., MI · Adviser representative · Firm CRD 152665
- United Advisors Corporation– · 1 yearProsper, TX · Adviser representative · Firm CRD 147350
- United Advisors Corporation– · 3 yearsProsper, TX · Adviser representative · Firm CRD 147350
Professional designations
Listed by Strategic Wealth Advisors Group
- NSSA®
- ChFEBC℠
- FRC℠
Investment adviser representative registrations
Timothy Sullivan is registered as an investment adviser representative in 6 states. The first approvals date from January 2017; the most recent is Arkansas, in March 2018.
- ArkansasSince 2 March 2018
- IllinoisSince 10 October 2017
- IndianaSince 3 January 2017
- MichiganSince 3 January 2017
- MissouriSince 14 February 2018
- OhioSince 4 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Timothy Scott Sullivan
- CRD
- 5618089
- Firm
- Strategic Wealth Advisors Group · CRD 285863
- Role
- President / Chief Compliance Officer
- Office
- 8667 HALL ROAD, Utica, MI 48317
- Registration
- Investment adviser registration
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strategicwealthadvisorsgroup.com
Where does Timothy Sullivan work?
Timothy Sullivan has been President / Chief Compliance Officer of Strategic Wealth Advisors Group, Inc. since May 2014, and is a control person of the firm.
Is Timothy Sullivan a financial advisor?
Yes. Timothy Sullivan has a current investment-adviser registration in Arkansas, Illinois, Indiana, Michigan, Missouri and Ohio, through Strategic Wealth Advisors Group since January 2017.
How many years of experience does Timothy Sullivan have?
Timothy Sullivan has 16 years in the financial industry, since April 2010, across 3 adviser firms.
What exams has Timothy Sullivan passed?
Timothy Sullivan passed the Series 65 in November 2008.
Where did Timothy Sullivan work before Strategic Wealth Advisors Group?
Before Strategic Wealth Advisors Group, Timothy Sullivan was registered through Gradient Advisors, LLC, October 2014 to December 2016; United Advisors Corporation, May 2013 to May 2014; United Advisors Corporation, November 2008 to May 2012.
Where is Timothy Sullivan based?
Timothy Sullivan’s registered office is in Utica, MI.
Is Timothy Sullivan registered with FINRA?
No. Timothy Sullivan has no current broker registration.
How can I verify Timothy Sullivan’s record?
Search CRD 5618089 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Timothy Sullivan’s full registration record.