Patrick Neal Sullivan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 09/2016
  Trump Golf Club Westchester
  Briarcliff Manor, NY
• 05/2016 → 08/2019
  Sully Hockey Academy
  Yorktown, NY
• 03/2020 → 08/2020
  Unemployment
  Yorktown, NY
• 09/2018 → 08/2021
  Fitchburg State University
  Fitchburg, MA
• 06/2021 → 09/2021
  Burning Tree Country Club
  Greenwich, CT
• 09/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 05/2017 → 08/2018
  Wingedfoot Golf Club
  Mammaroneck, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-17
• S63 Uniform Securities Agent State Law Examination
  2022-05-18

Other Names

• Patrick Neal Sullivan
• Patrick N Sullivan