Peter Kalpakgian

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Warwick, RI • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	11/2010	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2010 → Present

Fidelity Investments

Merrimack, NH
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Warwick, RI

Providence, RI
2015-03-26 → 2018-07-13

Strategic Advisers Llc

Orland Park, IL

Providence, RI

Other Businesses

OBA-116980|OrgNmn:SK Soaring Eagle LLC|Org Addr:Toronto,Ohio,US|OBA Nature:Real estate Rental Property |Invst Rel:Y|Title:Partner|Duties:None |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-03-26
S63	Uniform Securities Agent State Law Examination	2012-12-27

S65 Uniform Investment Adviser Law Examination

2015-03-26
S63 Uniform Securities Agent State Law Examination

2012-12-27

Other Names

Peter Andrew Kalpakgian

View on SEC IAPD

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