Peter L. Mayer

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 10/2016
  Ameriprise Financial Services, Inc
  West Chester, PA
• 04/2017 → 05/2019
  Private Advisor Group, Llc
  King Of Prussia, PA
• 10/2016 → 04/2017
  Unemployed
  West Chester, PA
• 04/2017 → 05/2019
  Lpl Financial Llc
  King Of Prussia, PA
• 05/2019 → Present
  Fidelity Investments
  Greenville, DE
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-06-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenville, DE

Exams

• S66 Uniform Combined State Law Examination
  2018-05-10

Designations

• Certified Financial Planner

Other Names

• Peter Mayer
• Peter Louis Mayer