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Christopher Paul Sullivan

Strategic Advisers LLC

Framingham, MA

Wellesley, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Wellesley, MA • 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
Tiaa Waltham MA 08/2008 11/2020
Fidelity Investments Framingham MA 11/2020 Present
Fidelity Investments Boston MA 03/2025 Present
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 08/2008 11/2020
  • 08/2008 → 11/2020
    Tiaa
    Waltham, MA
  • 11/2020 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 08/2008 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Waltham, MA
Previous Registrations
  • 2021-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-20
S63 Uniform Securities Agent State Law Examination 2002-11-06
  • S65 Uniform Investment Adviser Law Examination
    2021-03-20
  • S63 Uniform Securities Agent State Law Examination
    2002-11-06
Other Names
  • Christopher Paul Sullivan
  • Chris Sullivan
  • Christopher Sullivan

View on SEC IAPD

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ARIEL FELIPE ACUNA
KEVIN MICHAEL PIZZOTTI

Other Offices

CETERA INVESTMENT ADVISERS LLC · FRAMINGHAM, MA
LTG CAPITAL LLC · FRAMINGHAM, MA
EDWARD JONES · FRAMINGHAM, MA
EPG INCORPORATED · FRAMINGHAM, MA
TSW WEALTH MANAGEMENT · FRAMINGHAM, MA
WOODSIDE WEALTH MANAGEMENT · FRAMINGHAM, MA
OSAIC WEALTH, INC. · Framingham, MA
IMPACT PARTNERSHIP WEALTH, LLC · Framingham, MA

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