Courtney Sullivan
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Courtney Sullivan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2021 to now
- Putnam InvestmentsJun 2021 to Aug 2021
- Rachels On the GreenJun 2021 to Aug 2021
- Baystate FinancialJan 2021 to May 2021
- ChipotleJan 2021 to May 2021
- Financial Planning AssociationJun 2020 to Jul 2020
- 50fishMay 2019 to Jun 2019
- Endicott CollegeAug 2018 to May 2022
- Portland Yacht ClubJun 2018 to Aug 2018
- Pats PizzaApr 2018 to May 2021
- Chipmans FarmJun 2016 to Aug 2017
- Greely High SchoolSep 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7332440
- Firm CRD
- 104555