Tracy 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

• 03/2022 → Present
  Fidelity Investments
  Covington, KY
• 10/2017 → 03/2022
  Adex International
  Cincinnati, OH
• 06/2015 → 10/2017
  Apprisen
  Cincinnati, OH
• 12/2018 → 03/2022
  Upshift
  Cincinnati, OH
• 08/2020 → 11/2020
  Board Of Elections
  Cincinnati, OH
• 08/2013 → 09/2017
  Coopers Hawk
  Cincinnati, OH
• 08/2017 → 12/2019
  Xavier University
  Cincinnati, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Covington, KY

Other Businesses

OBA-126566|OrgNmn:Cause & Cure, LLC|Org Addr:Cincinnati,Ohio,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Partner|Duties:property maintenance, communication with renters |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2022-07-22

Other Names

• Tracy Renee Fujimura
• Tracy Renee Sullivan
• Tracy Fujimura