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Kimberly Peterson

Strategic Advisers LLC

Nashua, NH

Chester, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Chester, NH • 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
First Command Brokerage Services, Inc. Fort Worth TX 04/2021 02/2022
Chester School District Chester NH 05/2017 11/2018
Unemployed Chester NH 12/2018 04/2021
Unemployed Chester NH 01/2011 04/2017
First Command Brokerage Services, Inc. Fort Worth TX 02/2022 03/2022
First Command Advisory Services, Inc. Fort Worth TX 02/2022 03/2022
First Command Insurance Services, Inc. Fort Worth TX 02/2022 03/2022
Fidelity Investments Nashua NH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 02/2022
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 05/2017 → 11/2018
    Chester School District
    Chester, NH
  • 12/2018 → 04/2021
    Unemployed
    Chester, NH
  • 01/2011 → 04/2017
    Unemployed
    Chester, NH
  • 02/2022 → 03/2022
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 02/2022 → 03/2022
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 02/2022 → 03/2022
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 05/2022 → Present
    Fidelity Investments
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
  • 2022-02-22 → 2022-03-22
    First Command Advisory Services
    Concord, NH
    Fort Worth, TX
Other Businesses

OBA-69118|OrgNmn:Mullin Peterson Realty Trust|Org Addr:Chester,New Hampsh,US|OBA Nature:I own an rent a duplex residen|Invst Rel:Y|Title:Trustee|Duties:interview prospective clients, have credit checks run on them and maintain property|StrtDt:05-23-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-26
  • S66 Uniform Combined State Law Examination
    2022-01-26
Other Names
  • Kimberly Mullin

View on SEC IAPD

Other Firms

INDEPENDENCE FINANCIAL ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Corey Patrick Burgess
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
AMERIPRISE FINANCIAL SERVICES, LLC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH

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