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Cory B. Sullivan

Strategic Advisers LLC

Merrimack, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Merrimack, NH • 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
Souhegan Valley Boys & Girls Club Milford NH 08/2006 03/2021
Share Milford NH 08/2021 10/2022
Fidelity Investments Merrimack NH 10/2022 Present
Lincoln Christian University Lincoln IL 08/2021 10/2022
Unemployed Merrimack NH 04/2021 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → 03/2021
    Souhegan Valley Boys & Girls Club
    Milford, NH
  • 08/2021 → 10/2022
    Share
    Milford, NH
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2021 → 10/2022
    Lincoln Christian University
    Lincoln, IL
  • 04/2021 → 07/2021
    Unemployed
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-17
S63 Uniform Securities Agent State Law Examination 2023-03-20
  • S66 Uniform Combined State Law Examination
    2024-01-17
  • S63 Uniform Securities Agent State Law Examination
    2023-03-20
Other Names
  • Cory Brendan Sullivan
  • Cory Sullivan

View on SEC IAPD

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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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