Best Investors Account Sign in

Peter Hoffmann

Strategic Advisers LLC

Broomfield, CO

Westminster, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Westminster, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial San Diego CA 02/2012 04/2017
Cuso Financial Services, Lp San Diego CA 04/2017 07/2017
Extended Travel Hamburg 07/2017 08/2018
Lyft San Diego CA 08/2018 09/2020
Uber San Diego CA 09/2018 09/2020
Fidelity Investments Denver CO 09/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 04/2017
    Lpl Financial
    San Diego, CA
  • 04/2017 → 07/2017
    Cuso Financial Services, Lp
    San Diego, CA
  • 07/2017 → 08/2018
    Extended Travel
    Hamburg
  • 08/2018 → 09/2020
    Lyft
    San Diego, CA
  • 09/2018 → 09/2020
    Uber
    San Diego, CA
  • 09/2020 → Present
    Fidelity Investments
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2017-04-06 → 2017-07-14
    Cuso Financial Services, L.P.
    San Diego, CA
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2012-02-21 → 2017-04-20
    Lpl Financial Llc
    San Diego, CA
    San Diego, CA
    San Diego, CA
  • 2008-02-25 → 2012-02-27
    Edward Jones
    San Diego, CA
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-07
  • S66 Uniform Combined State Law Examination
    2021-01-07
Other Names
  • Peter Udo Hoffmann
  • Peter Hoffmann

View on SEC IAPD

Other Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WHITE HAWK WEALTH MANAGEMENT
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRATED WEALTH CONCEPTS LLC
CAYDEN WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

SUSAN DAVIDSON SPANGLER
Vinchenza Burney
REID MICHAEL JOHNSON
DAVID JON BAER
ROBERT ALLEN NOVAK
Jonathan David White
CAMERON ROBERT DYE
Neil Robert Draxler

Other Offices

CETERA INVESTMENT ADVISERS LLC · BROOMFIELD, CO
CETERA INVESTMENT ADVISERS LLC · BROOMFIELD, CO
LPL FINANCIAL LLC · BROOMFIELD, CO
LPL FINANCIAL LLC · Broomfield, CO
WHITE HAWK WEALTH MANAGEMENT · BROOMFIELD, CO
EDWARD JONES · BROOMFIELD, CO
EDWARD JONES · BROOMFIELD, CO
LPL FINANCIAL LLC · BROOMFIELD, CO

More in Broomfield, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor