Ryan Joseph Peck

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

• 12/2015 → 01/2017
  Next Step Technologies
  Danbury, CT
• 04/2017 → 07/2017
  Trinity Solar
  Brewster, NY
• 07/2017 → 10/2017
  Sun-Tech Energy Solar
  Clearwater, FL
• 10/2017 → 02/2019
  Pharma Management
  Clearwater, FL
• 05/2021 → 07/2021
  Jpmorgan Chase Bank, N.A.
  Briarcliff, NY
• 05/2021 → 07/2021
  J.P. Morgan Securities Llc
  Briarcliff, NY
• 09/2020 → 02/2021
  Pharma Management
  Clearwater, FL
• 03/2019 → 03/2020
  David Lerner Associates, Inc
  Westport, CT
• 05/2019 → 08/2019
  Mannen Japanese Restaurant
  Ridgefield, CT
• 05/2018 → 10/2018
  Wildflower Cafe
  Clearwater, FL
• 08/2017 → 08/2017
  Safe Haven Security Services Llc
  St. Petersburg, FL
• 02/2017 → 02/2017
  Doody Calls Inc
  Brewster, NY
• 03/2017 → 03/2017
  Unemployed
  Ridgefield, CT
• 04/2020 → 08/2020
  Unemployed
  Ridgefield, CT
• 03/2021 → 04/2021
  Unemployed
  Ridgefield, CT
• 07/2021 → Present
  Fidelity Investments
  Ridgefield, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-09-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2021-05-27 → 2021-07-14
  J.P. Morgan Securities Llc
  Briarcliff, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-18
• S63 Uniform Securities Agent State Law Examination
  2019-07-22

Other Names

• Ryan Joseph Peck
• Ryan J. Peck