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RIA / WealthAdvisorCertified Financial Planner19 years in industry

PETER A. SULLIVAN

Advisor at FARTHER

SAN FRANCISCO, CA | Ponte Vedra, FL

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Search this name across graphsid dfx:ria:e31e1bb7-a51a-673e-9a1b-637901bc7a29

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 28, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FARTHER
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 30, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 30, 2007
First registration: May 28, 2009
Dual registered: no
Other names: PETER A SULLIVAN|PETER ATOM SULLIVAN|PETER SULLIVAN
IAPD individual key: 5270754

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Farther	Independent wealth	Jul 13, 2026	n/a	yes	Ponte Vedra, FL\|SAN FRANCISCO, CA	Current employment
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Aug 7, 2026	no	BOSTON, MA\|PONTE VEDRA, FL\|JACKSONVILLE, FL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 20, 2019	Mar 31, 2025	no	JACKSONVILLE, FL\|PONTE VEDRA, FL	Previous registration
FISHER INVESTMENTS	Independent wealth	Jun 21, 2019	Dec 10, 2019	no	PONTE VEDRA, FL\|PLANO, TX	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jun 11, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 28, 2009	Jul 13, 2018	no	GREENSBORO, NC\|CHARLOTTE, NC\|JACKSONVILLE, FL\|PONTE VEDRA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STRATEGIC ADVISERS LLC	Farther	Aug 7, 2026	Jul 13, 2026	-25	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
FISHER INVESTMENTS	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 10, 2019	Dec 20, 2019	10	Firm change	RIA to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	FISHER INVESTMENTS	Jun 11, 2019	Jun 21, 2019	10	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
288590:107342:MA:2019-06-11	Jun 11, 2019	Jun 21, 2019	BOSTON, MA	Firm change

Relationships

Registered with (4)

→ FARTHERRegistered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Aug 7, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 20, 2019 to Mar 31, 2025factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jun 21, 2019 to Dec 10, 2019factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
Peter A. Sullivan left Strategic Advisers Llc for Farther (registered 2026-07-13)
Form ADVobserved 5 days ago