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Peter C. Goldstein

Strategic Advisers LLC

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • 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
Ameriprise Financial Chicago IL 01/2021 02/2022
Blackbird Restaurant / Prestige Llc / One Off Hospitality Chicago IL 07/2014 09/2020
Unemployed Chicago IL 09/2020 12/2020
Fidelity Investments Covington KY 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 02/2022
    Ameriprise Financial
    Chicago, IL
  • 07/2014 → 09/2020
    Blackbird Restaurant / Prestige Llc / One Off Hospitality
    Chicago, IL
  • 09/2020 → 12/2020
    Unemployed
    Chicago, IL
  • 03/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23
Other Names
  • Peter Goldstein
  • Peter Charles Goldstein

View on SEC IAPD

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