Best Investors Account Sign in

Scott Lawrence Peterich

Strategic Advisers LLC

Lakeland, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lakeland, FL • 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
Fidelity Brokerage Services, Llc New York NY 08/2012 05/2018
Strategic Advisers, Inc. New York NY 09/2012 05/2018
Tiaa Lakeland FL 05/2018 11/2021
Tiaa-Cref Individual & Institutional Services, Llc Lakeland FL 05/2018 11/2021
Fidelity Investments Tampa FL 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 05/2018
    Fidelity Brokerage Services, Llc
    New York, NY
  • 09/2012 → 05/2018
    Strategic Advisers, Inc.
    New York, NY
  • 05/2018 → 11/2021
    Tiaa
    Lakeland, FL
  • 05/2018 → 11/2021
    Lakeland, FL
  • 12/2021 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-64913|OrgNmn:Prong Putting LLC|Org Addr:Lakeland,Florida,US|OBA Nature:Prong is a golf training aid t|Invst Rel:N|Title:Officer|Duties:N/A|StrtDt:12-21-21|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-07-08
  • S66 Uniform Combined State Law Examination
    2011-07-08
Designations
Other Names
  • Scott Lawrence Peterich
  • Scott L Peterich
  • Scott Lawrence Peterich
  • Scott Lawrence Peterich Ii

View on SEC IAPD

More in Lakeland, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor