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Ashley Sullivan

Strategic Advisers LLC

Pittsford, NY

Rochester, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-24
TX RA APPROVED 2025-04-24
  • NY RA
    APPROVED
    Since 2025-04-24
  • TX RA
    APPROVED
    Since 2025-04-24

Branch Locations

Pittsford, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Bank San Diego CA 01/2013 07/2022
Securities America, Inc. Victor NY 09/2023 06/2024
Charles Schwab & Co., Inc. San Diego CA 01/2013 07/2022
Osaic Wealth, Inc. Victor NY 06/2024 02/2025
Lvw Advisors, Llc Pittsford NY 07/2022 08/2023
Fidelity Investments Rochester NY 02/2025 Present
  • 01/2013 → 07/2022
    Charles Schwab Bank
    San Diego, CA
  • 09/2023 → 06/2024
    Securities America, Inc.
    Victor, NY
  • 01/2013 → 07/2022
    Charles Schwab & Co., Inc.
    San Diego, CA
  • 06/2024 → 02/2025
    Osaic Wealth, Inc.
    Victor, NY
  • 07/2022 → 08/2023
    Lvw Advisors, Llc
    Pittsford, NY
  • 02/2025 → Present
    Fidelity Investments
    Rochester, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-24
  • S66 Uniform Combined State Law Examination
    2007-09-24
Designations
Other Names
  • Ashley Travis
  • Ashley Elizabeth Travis
  • Ashley E Sullivan
  • Ashley Elizabeth Sullivan

View on SEC IAPD

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