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Kingsley Sullivan

Strategic Advisers LLC

Highland, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-14
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Highland, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Fidelity Brokerage Services, Inc. Salt Lake City UT 09/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → Present
    Fidelity Brokerage Services, Inc.
    Salt Lake City, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
    Highland, UT
  • 2007-09-10 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
  • 2006-08-25 → 2006-10-04
    Td Ameritrade, Inc.
    Salt Lake City, UT
  • 2006-08-25 → 2006-10-04
    Td Ameritrade Investment Management, Llc
    Salt Lake City, UT
  • 2005-03-30 → 2006-07-07
    Ameriprise Advisor Services, Inc.
    Midvale, UT
    Salt Lake City, UT
Other Businesses

OBA-8796|OrgNmn:Golf Digest|Org Addr:Highland,Utah,US|OBA Nature:Golf Magazine that includes in|Invst Rel:N|Title:Panelist for Top 100 Golf Courses|Duties:Play and rate golf courses. Not paid by Golf Digest. May receive complimentary green fee.|StrtDt:01-01-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-03-29
S63 Uniform Securities Agent State Law Examination 2000-07-13
  • S65 Uniform Investment Adviser Law Examination
    2005-03-29
  • S63 Uniform Securities Agent State Law Examination
    2000-07-13
Other Names
  • Kingsley Sullivan

View on SEC IAPD

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