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Cody A Gullikson

Strategic Advisers LLC

Shapleigh, ME

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-06-23
NH RA APPROVED 2025-06-20
TX RA APPROVED 2025-06-20
  • ME RA
    APPROVED
    Since 2025-06-23
  • NH RA
    APPROVED
    Since 2025-06-20
  • TX RA
    APPROVED
    Since 2025-06-20

Branch Locations

Shapleigh, ME • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Kezar Lake Marina Lovell ME 05/2016 08/2019
Express Employment Professionals Virginia Beach VA 06/2020 08/2020
Sun Sports+ Naples ME 05/2015 08/2018
Sysco Westbrook ME 06/2021 08/2021
Genest Concrete Sanford ME 05/2021 05/2021
Focal Point Landscaping Contracting Arundel ME 06/2021 06/2021
Fidelity Investments Merrimack NH 06/2022 Present
Springfield College Springfield MA 08/2018 05/2022
Fryeburg Academy Fryeburg ME 08/2014 05/2018
Karmacadre Shapleigh ME 04/2018 02/2022
  • 05/2016 → 08/2019
    Kezar Lake Marina
    Lovell, ME
  • 06/2020 → 08/2020
    Express Employment Professionals
    Virginia Beach, VA
  • 05/2015 → 08/2018
    Sun Sports+
    Naples, ME
  • 06/2021 → 08/2021
    Sysco
    Westbrook, ME
  • 05/2021 → 05/2021
    Genest Concrete
    Sanford, ME
  • 06/2021 → 06/2021
    Focal Point Landscaping Contracting
    Arundel, ME
  • 06/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2018 → 05/2022
    Springfield College
    Springfield, MA
  • 08/2014 → 05/2018
    Fryeburg Academy
    Fryeburg, ME
  • 04/2018 → 02/2022
    Karmacadre
    Shapleigh, ME
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-18
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2025-06-18
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30
Other Names
  • Cody Alexander Gullikson
  • Cody Gullikson

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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