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Nicholas R Sullivan

Strategic Advisers LLC

New York, NY

Astoria, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

Astoria, NY • 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
Education At Work Cincinnati OH 08/2016 12/2017
Amazon Hebron KY 12/2016 01/2017
Fidelity Investments Covington KY 01/2018 08/2019
Fidelity Brokerage Services Covington KY 08/2019 02/2023
Fidelity Investments Covington KY 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 12/2017
    Education At Work
    Cincinnati, OH
  • 12/2016 → 01/2017
    Amazon
    Hebron, KY
  • 01/2018 → 08/2019
    Fidelity Investments
    Covington, KY
  • 08/2019 → 02/2023
    Fidelity Brokerage Services
    Covington, KY
  • 02/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    New York, NY
    Astoria, NY
  • 2020-02-12 → 2022-11-17
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Other Names
  • Nicholas Ryan Sullivan
  • Nicholas Sullivan

View on SEC IAPD

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