Peter A. Sullivan
Investment adviser representative at Farther
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$16BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- FartherJul 2026 to now
- Fidelity Brokerage Services LLCNov 2019 to Jul 2026
- Fisher InvestmentsJun 2019 to Nov 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2019
- Fidelity InvestmentsMar 2009 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5270754
- Firm CRD
- 302050