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Peter Englund

Strategic Advisers LLC

Ridgefield, WA

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-23
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2026-01-23
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ridgefield, WA • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
American Funds San Antonio TX 09/2015 11/2017
United States Army North Pole AK 04/2018 06/2022
Cetera Advisor Networks El Segundo CA 02/2022 06/2023
Unemployed San Antonio TX 11/2017 04/2018
Greenwing Wealth, Cetera Advisor Network Helotes TX 02/2022 06/2023
Fidelity Investments Vancouver WA 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 11/2017
    American Funds
    San Antonio, TX
  • 04/2018 → 06/2022
    United States Army
    North Pole, AK
  • 02/2022 → 06/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 11/2017 → 04/2018
    Unemployed
    San Antonio, TX
  • 02/2022 → 06/2023
    Greenwing Wealth, Cetera Advisor Network
    Helotes, TX
  • 09/2023 → Present
    Fidelity Investments
    Vancouver, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vancouver, WA
  • 2022-06-09 → 2023-06-20
    Cetera Wealth Services, Llc
    North Pole, AK
    Helotes, TX
  • 2015-10-16 → 2017-11-16
    Capital Client Group, Inc.
    San Antonio, TX
  • 2015-03-03 → 2015-08-26
    Ameriprise Financial Services, Llc
    Vancouver, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18
Other Names
  • Peter Gregory Englund

View on SEC IAPD

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