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Luke Sullivan

Strategic Advisers LLC

Grand Blanc, MI

Flint, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

Flint, MI • 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
Bed Bath & Beyond Grand Rapids MI 08/2014 08/2020
Fidelity Investments Grand Blanc MI 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 08/2020
    Bed Bath & Beyond
    Grand Rapids, MI
  • 08/2020 → Present
    Fidelity Investments
    Grand Blanc, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grand Blanc, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
S63 Uniform Securities Agent State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2022-03-10
  • S63 Uniform Securities Agent State Law Examination
    2021-01-04
Other Names
  • Luke Sullivan
  • Luke Charles Sullivan

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Grand Blanc, MI
LPL FINANCIAL LLC · GRAND BLANC, MI
EDWARD JONES · GRAND BLANC, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Grand Blanc, MI
AMERIPRISE FINANCIAL SERVICES, LLC · GRAND BLANC, MI
MAINSTAY CAPITAL MANAGEMENT, LLC · GRAND BLANC, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Grand Blanc, MI
CG ADVISORY SERVICES · Grand Blanc, MI

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