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Peter Kurt Higgins

Strategic Advisers LLC

Milton, MA

Westwood, MA

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

Branch Locations

Milton, MA • United States

109 University Ave Ste 107, Westwood, MA 02090-2306 • 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
Foreside Fund Services, Llc Boston MA 01/2014 09/2019
Cvr Portfolio Funds Llc Boston MA 12/2013 09/2019
Citizens Securities, Inc. Quincy MA 09/2019 01/2020
Fidelity Brokerage Services Llc Westwood MA 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 09/2019
    Foreside Fund Services, Llc
    Boston, MA
  • 12/2013 → 09/2019
    Cvr Portfolio Funds Llc
    Boston, MA
  • 09/2019 → 01/2020
    Citizens Securities, Inc.
    Quincy, MA
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Westwood, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westwood, MA
  • 2019-10-22 → 2020-01-15
    Citizens Securities, Inc.
    Quincy, MA
    Braintree, MA
    Quincy, MA
Other Businesses

OBA-59008|OrgNmn:Evans Cove Corporation|Org Addr:Ashland,New Hampsh,US|OBA Nature:5 home association formed as c|Invst Rel:N|Title:Treasurer|Duties:Treasurer organize and pay maintenace and taxes for 5 home association|StrtDt:04-22-21|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-22
S63 Uniform Securities Agent State Law Examination 1996-08-14
  • S65 Uniform Investment Adviser Law Examination
    2019-10-22
  • S63 Uniform Securities Agent State Law Examination
    1996-08-14
Other Names
  • Peter K Higgins

View on SEC IAPD

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