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Brendan Sullivan 401(k) Trust

OwnerSound Legacy Wealth Advisors, LLC

About Brendan Sullivan 401(k) Trust

Brendan Sullivan 401(k) Trust is listed as Owner at Sound Legacy Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Sound Legacy Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brendan Sullivan 401(k) Trust work?

Brendan Sullivan 401(k) Trust is listed as Owner at Sound Legacy Wealth Advisors, LLC on SEC Form ADV.

How much of Sound Legacy Wealth Advisors, LLC does Brendan Sullivan 401(k) Trust own?

Form ADV reports a beneficial ownership band of 10-25%.

Sound Legacy Wealth Advisors, LLC

TitleOwner
Ownership10-25%
Control personNo
Since2020