Michael G. Sullivan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Charlotte, NC • 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

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc.	Charlotte	NC	03/2019	11/2020
Wells Fargo Bank Na	Charlotte	NC	11/2012	03/2019
Vanguard	Charlotte	NC	04/2021	06/2021
Fidelity Investments	Merrimack	NH	09/2021	Present
Unemployed	Chatlotte	NC	11/2020	04/2021
Unemployed	Charlotte	NC	06/2021	09/2021
Fidelity Investments	Boston	MA	03/2025	Present

03/2019 → 11/2020

Wells Fargo Clearing Services, Llc.

Charlotte, NC
11/2012 → 03/2019

Wells Fargo Bank Na

Charlotte, NC
04/2021 → 06/2021

Vanguard

Charlotte, NC
09/2021 → Present

Fidelity Investments

Merrimack, NH
11/2020 → 04/2021

Unemployed

Chatlotte, NC
06/2021 → 09/2021

Unemployed

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-29 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2019-07-31 → 2020-11-10

Wells Fargo Clearing Services, Llc

St. Louis, MO

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-31

S66 Uniform Combined State Law Examination

2019-07-31

Other Names

Michael Sullivan
Michael George Sullivan

View on SEC IAPD

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