Ian Bartlett Sullivan

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Seminars and workshops

Experience

25 years in the industry.

1. Strategic Advisers LLCMar 2025 to now
2. Fidelity InvestmentsSep 2024 to now
3. UnemployedAug 2023 to Aug 2024
4. The ApprenticeshopJul 2023 to Aug 2023
5. Unemployed/educationAug 2022 to May 2023
6. Electrocore, Inc.Jun 2022 to Aug 2022
7. Unemployed/educationJan 2022 to May 2022
8. Electrocore, Inc.Dec 2021 to Jan 2022
9. Unemployed/educationAug 2021 to Dec 2021
10. Electrocore, Inc.Jun 2021 to Aug 2021
11. Unemployed/educationJan 2021 to Jun 2021
12. Rockport Landscape and DesignDec 2020 to Jan 2021
13. Unemployed/educationAug 2020 to Dec 2020
14. Rockport Landscape and DesignJun 2020 to Aug 2020
15. Unemployed/educationAug 2019 to May 2020
16. Rockport Landscape and DesignJun 2019 to Aug 2019
17. Unemployed/educationSep 2018 to Jun 2019
18. Prince's Furniture - DefunctJun 2018 to Sep 2018
19. Unemployed/educationAug 2017 to Jun 2018
20. Prince's Furniture - DefunctJun 2017 to Aug 2017
21. UnemployedSep 2001 to May 2017

Exams passed

• Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Strategic Advisers LLC

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

7987581

Firm CRD

104555