About Derrick A Sullivan
Derrick has 25 years of experience with Morgan Stanley in the Financial Services industry. Derrick focuses on portfolio construction, risk management, and asset allocation.
When Derrick was younger, he was an active reader of the Wall Street Journal at his local public library. He developed a passion for financial markets, and knew that one day he would work in the Investment Industry.
Derrick views himself as more than just a Financial Advisor, he considers himself the CFO of each and every family he works with. It is imperative that Derrick takes a thorough and comprehensive approach to providing advice to all clients. He firmly believes that the stock market represents the foundation of the American dream, and that ownership in great companies in combination with his guidance, will help clients achieve their goals.
Derrick Holds a Bachelor of Arts from Shippensburg University, and has also received an MBA from the Citadel. Derrick has earned the Chartered Financial Analyst designation, and is a member of the CFA Institute and the South Carolina CFA Society. Derrick’s achievements include being listed on Barron’s Top 1200 U.S. Financial Advisors (2014, 2015) and the Financial Times Top 400 Financial Advisors (2015, 2016).
2014, 2015 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014, 2015). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.
2015, 2016 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2016; data 9/30/13 - 9/30/15
Awarded 2015; data 9/30/13 - 9/30/14
Securities Agent: OR, MD, TN, OH, GA, CA, WA, CT, CO, ME, MA, TX, RI, NY, MT, KY, LA, IL, FL, PA, SC, AL, WI, NV, MN, AR, VA, NM, NC, MI; General Securities Representative; Investment Advisor Representative
NMLS#: 1295575