Peter A. Sullivan
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
PONTE VEDRA, FL
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CRD#: 5270754
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 STRATEGIC ADVISERS LLC located in Ponte Vedra, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Peter has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter A. Sullivan's 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®
Start date: 2014
Education
University of Wisconsin
Bachelor of Science (BS) - Economics
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4671 Town Center Pkwy, Jacksonville, FL 32246RIA
CRD#: 104555
PONTE VEDRA, FL
Current
December 2, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4671 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 7784
Jacksonville, FL
Past
December 20, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(8/22/2022)
RR
Delaware(11/14/2024)
RR
Florida(12/3/2019)
IAR
Florida(3/31/2025)
RR
Georgia(1/3/2020)
RR
Illinois(3/31/2020)
RR
Indiana(3/2/2024)
RR
Kansas(2/15/2021)
RR
Kentucky(4/1/2022)
RR
Louisiana(4/5/2022)
RR
Maryland(8/10/2020)
RR
Michigan(8/12/2020)
RR
Nevada(9/29/2023)
RR
New York(4/24/2020)
RR
North Carolina(8/8/2020)
RR
Ohio(4/26/2020)
RR
South Carolina(12/10/2019)
RR
Texas(8/10/2020)
IAR
Texas(3/31/2025)
RR
Virginia(4/25/2020)
RR
Washington(8/10/2020)
RR
Wisconsin(9/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Ponte Vedra, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
