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Amy Lynn Sullivan is a financial_advisor professional located in Oakbrook Terrace, IL. They specialize in financial advisory. With over 20 years of experience, they bring deep expertise to every client.
Amy Lynn Sullivan - Sageview Advisory Group, Llc holds an active professional license (FINRA CRD) for your protection.
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Amy Lynn Sullivan operates Sageview Advisory Group, LLC, a financial advisory firm based in Oakbrook Terrace, Illinois. With 20 years of experience in the financial services industry, Sullivan brings substantial market knowledge to client relationships. The firm holds a FINRA CRD license (No. 2762297), which governs securities and investment advisory activities. Sullivan serves clients seeking financial guidance and planning services in the Illinois market.
Amy Lynn Sullivan's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees broker-dealers and investment advisers. This license type signals that Sullivan is authorized to offer securities and investment advisory services and is subject to FINRA's compliance and conduct standards. FINRA registration requires ongoing education and adherence to fiduciary or suitability obligations, depending on the advisory relationship structure. The license number on file allows clients to verify registration status and any disciplinary history through FINRA's public database.