Peter A. Sullivan

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 06/2019
  Fidelity Investments
  Charlotte, NC
• 07/2018 → 06/2019
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 06/2019 → 11/2019
  Fisher Investments
  Camas, WA
• 11/2019 → 07/2026
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 07/2026 → Present
  Farther
  Ponte Vedra, FL

Previous Registrations

• 2025-03-31 → 2026-08-07
  Strategic Advisers Llc
  Boston, MA
  Ponte Vedra, FL
  Jacksonville, FL
• 2019-12-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Ponte Vedra, FL
• 2019-06-21 → 2019-12-10
  Fisher Investments
  Ponte Vedra, FL
  Plano, TX
• 2018-07-13 → 2019-06-11
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2009-05-28 → 2018-07-13
  Strategic Advisers Llc
  Greensboro, NC
  Charlotte, NC
  Jacksonville, FL
  Ponte Vedra, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-04-17
• S63 Uniform Securities Agent State Law Examination
  2007-03-30

Designations

• Certified Financial Planner

Other Names

• Peter A Sullivan
• Peter Atom Sullivan
• Peter Sullivan