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Courtney Sullivan

Strategic Advisers LLC

Portland, ME

Portland, ME

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

190 Middle Street Suite 201 & 701, Portland, ME 04101-6423 • United States

Portland, ME • 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
Chipmans Farm Gray ME 06/2016 08/2017
Portland Yacht Club Falmouth ME 06/2018 08/2018
Pats Pizza Yarmouth ME 04/2018 05/2021
Rachels On The Green Cumberland ME 06/2021 08/2021
Chipotle Beverly MA 01/2021 05/2021
50Fish Yarmouth ME 05/2019 06/2019
Financial Planning Association Denver CO 06/2020 07/2020
Baystate Financial Wakefield MA 01/2021 05/2021
Putnam Investments Andover MA 06/2021 08/2021
Fidelity Investments Portland ME 08/2021 Present
Endicott College Beverly MA 09/2018 05/2022
Greely High School Cumberland ME 09/2015 06/2018
Endicott College Beverly MA 06/2019 06/2020
Endicott College Beverly MA 08/2018 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 08/2017
    Chipmans Farm
    Gray, ME
  • 06/2018 → 08/2018
    Portland Yacht Club
    Falmouth, ME
  • 04/2018 → 05/2021
    Pats Pizza
    Yarmouth, ME
  • 06/2021 → 08/2021
    Rachels On The Green
    Cumberland, ME
  • 01/2021 → 05/2021
    Chipotle
    Beverly, MA
  • 05/2019 → 06/2019
    50Fish
    Yarmouth, ME
  • 06/2020 → 07/2020
    Financial Planning Association
    Denver, CO
  • 01/2021 → 05/2021
    Baystate Financial
    Wakefield, MA
  • 06/2021 → 08/2021
    Putnam Investments
    Andover, MA
  • 08/2021 → Present
    Fidelity Investments
    Portland, ME
  • 09/2018 → 05/2022
    Endicott College
    Beverly, MA
  • 09/2015 → 06/2018
    Greely High School
    Cumberland, ME
  • 06/2019 → 06/2020
    Endicott College
    Beverly, MA
  • 08/2018 → 05/2019
    Endicott College
    Beverly, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-11
  • S66 Uniform Combined State Law Examination
    2022-11-11

View on SEC IAPD

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PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME
GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME
HARBOR INVESTMENT ADVISORS · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME
BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME
MASCOMA WEALTH MANAGEMENT · Portland, ME

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