Daniel R. O'SUllivan

Strategic Advisers LLC

CRD 6327003

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-09-18
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-09-18
KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • 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
Fidelity Brokerage Services, Llc	Covington	KY	04/2014	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2014 → Present

Fidelity Brokerage Services, Llc

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-15
S63	Uniform Securities Agent State Law Examination	2014-06-09

S66 Uniform Combined State Law Examination

2022-11-15
S63 Uniform Securities Agent State Law Examination

2014-06-09

Other Names

Daniel Robert Osullivan
Daniel Robert O'SUllivan

View on SEC IAPD

More in Cincinnati, OH

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