Peter Forman

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

• 07/2020 → 03/2021
  Equitable Advisors, Llc
  Wall Township, NJ
• 10/2019 → 01/2020
  Ups
  Tinton Falls, NJ
• 05/2015 → 08/2020
  Borough Of Manasquan
  Manasquan, NJ
• 05/2018 → 05/2019
  Rutgers B.A.S
  Edison, NJ
• 09/2016 → 07/2019
  Rutgers University
  New Brunswick, NJ
• 03/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 10/2013 → 06/2018
  Hoffmans Ice Cream
  Spring Lake Heights, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-09 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manasquan, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-13
• S63 Uniform Securities Agent State Law Examination
  2020-09-04

Other Names

• Peter Forman
• Peter Lucas Forman