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Peter A. Sullivan

Peter A. Sullivan

FARTHER | Vice President, Financial Consultant
Ponte Vedra, FL
Some features on this profile are disabled
CRD#: 5270754
Peter A. Sullivan
Peter A. SullivanFARTHER

Professional summary

Peter A. Sullivan, CFP®, who also goes by Peter A Sullivan, Peter Atom Sullivan, Peter Sullivan, is a registered financial advisor currently at FARTHER located in Ponte Vedra, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Peter has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary
Min. Asset: $100K–$250K

Services Offered

Comprehensive Financial Planning

Biography

I have guided hundreds of clients through several market cycles. I strive to empower my clients in making the right financial decisions in order to reduce risks and optimize their wealth plan. As their strategic financial partner, I work to help my clients gain confidence and peace of mind as we plan towards their goals.

Aliases

Peter A Sullivan | Peter Atom Sullivan | Peter Sullivan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter A. Sullivan's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2014

Education

University of Wisconsin

Bachelor of Science (BS) - Economics

2003

Experience

Current

July 10, 2026 - Present

FARTHER

RIA
CRD#: 302050
Ponte Vedra, FL
Past

March 31, 2025 - August 7, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PONTE VEDRA, FL
Past

December 20, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
JACKSONVILLE, FL
Past

December 2, 2019 - August 7, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

June 21, 2019 - December 10, 2019

FISHER INVESTMENTS

RIA
CRD#: 107342
PONTE VEDRA, FL
Past

July 13, 2018 - June 11, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

May 28, 2009 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
PONTE VEDRA, FL
Past

April 7, 2009 - June 10, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

January 22, 2009 - March 17, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CHARLOTTE, NC
Past

March 26, 2007 - January 13, 2009

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(7/21/2026)
IAR
Texas
(7/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/23/2007
General Securities Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

Vice President, Financial ConsultantCRD#: 302050Ponte Vedra, FL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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