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Peter Goodwin Heltzel

Strategic Advisers LLC

Gloucester, MA

Merrimack, 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

Gloucester, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Unemployed Gloucester MA 07/2020 06/2021
New York Theological Seminary New York NY 07/2004 07/2020
Fidelity Investments Merrimack NH 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2020 → 06/2021
    Unemployed
    Gloucester, MA
  • 07/2004 → 07/2020
    New York Theological Seminary
    New York, NY
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2021-12-14
  • S66 Uniform Combined State Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2021-12-14
Other Names
  • Peter Goodwin Heltzel
  • Peter Heltzel

View on SEC IAPD

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