Oliver Investments
34yrs
Top advisor by experience in Medfield
13yrs
Connor Sullivan
Financial advisor at Strategic Advisers
Connor Sullivan has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Medfield, Massachusetts. Connor has been with Strategic Advisers since 2025; before that, Connor spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 28 advisors with offices in Medfield, and one of 24 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 70% of advisors at Strategic Advisers
OfficeMedfield, MA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2016 – 2018Strategic Advisers LLCPreviously
Questions to ask Connor
Tailored to Connor’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Connor
How do I contact Connor?
Call Strategic Advisers at (617) 563-7000 and ask for Connor Sullivan. Connor works from the Medfield, MA office.
How long has Connor been a financial advisor?
Connor has been in the industry since 2013, about 13 years. More experience than 70% of advisors at Strategic Advisers.
What licenses does Connor hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Connor a fiduciary?
Connor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Connor paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Connor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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