Colleen Leanne Peterson

Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

405 N Lamar Blvd, Austin, TX 78703-5409 • United States

Round Rock, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Matador Meat & Wine	Plano	TX	01/2011	05/2018
Fidelity Investments	Dallas	TX	05/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2011 → 05/2018

Matador Meat & Wine

Plano, TX
05/2018 → Present

Fidelity Investments

Dallas, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-10-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dallas, TX
2005-10-14 → 2008-09-08

Charles Schwab & Co., Inc.

Dallas, TX

Dallas, TX
2005-06-06 → 2005-10-12

First Horizon Advisors, Inc.

Dallas, TX
2004-09-13 → 2004-12-07

Metlife Investment Fund Services Llc

Irving, TX
2003-02-10 → 2004-09-27

Strategic Advisers Llc

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-02
S63	Uniform Securities Agent State Law Examination	1996-09-06

S66 Uniform Combined State Law Examination

2018-08-02
S63 Uniform Securities Agent State Law Examination

1996-09-06

Other Names

Colleen Leanne Sizemore
Colleen Sizemore Erwin
Colleen Sizemore
Colleen Peterson

View on SEC IAPD

Current Employers

Strategic Advisers Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews