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Lisa Margaret Cullen

Strategic Advisers LLC

Fairfield, CT

Branford, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Branford, CT • 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
Fidelity Brokerage Services Paramus NJ 07/2019 Present
Unemployment Oradell NJ 06/2012 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → Present
    Fidelity Brokerage Services
    Paramus, NJ
  • 06/2012 → 07/2019
    Unemployment
    Oradell, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-08
S63 Uniform Securities Agent State Law Examination 2020-01-10
  • S65 Uniform Investment Adviser Law Examination
    2020-06-08
  • S63 Uniform Securities Agent State Law Examination
    2020-01-10
Other Names
  • Lisa M Cullen

View on SEC IAPD

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Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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