Peter Hankes

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 09/2022
  Td Ameritrade
  Orlando, FL
• 09/2022 → Present
  Fidelity Investments
  Altamonte Springs, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL
• 2022-03-24 → 2022-09-14
  Charles Schwab & Co., Inc.
  Winter Park, FL
• 2012-02-21 → 2022-09-14
  Td Ameritrade, Inc.
  Winter Park, FL
  Ormond Beach, FL
  Winter Park, FL
• 2012-02-24 → 2022-09-14
  Td Ameritrade Investment Management, Llc
  Orlando, FL
  Altamonte Springs, FL
  Ormond Beach, FL
  Winter Park, FL
  Ormond Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-02-14
• S63 Uniform Securities Agent State Law Examination
  2010-04-05

Designations

• Certified Financial Planner

Other Names

• Peter Joseph Hankes
• Peter Joseph Hankes