Peter Thomas Salcuni

Strategic Advisers LLC

Mill Valley, CA

CRD 2217866

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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:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-14
TX	RA	APPROVED_RES	2025-08-13

CA RA
APPROVED

Since 2025-08-14
TX RA
APPROVED_RES

Since 2025-08-13

Branch Locations

Mill Valley, CA • 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

Organization	City	State	From	To
Unemployed	Mill Valley	CA	06/2024	05/2025
Unemployed	Mill Valley	CA	04/2022	10/2023
Caldwell Sutter Capital, Inc.	Sausalito	CA	10/2023	05/2024
Fidelity Investments	Sacramento	CA	05/2025	Present
Computershare Na	Mill Valley	CA	03/2015	04/2022

06/2024 → 05/2025

Unemployed

Mill Valley, CA
04/2022 → 10/2023

Unemployed

Mill Valley, CA
10/2023 → 05/2024

Caldwell Sutter Capital, Inc.

Sausalito, CA
05/2025 → Present

Fidelity Investments

Sacramento, CA
03/2015 → 04/2022

Computershare Na

Mill Valley, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-30
S63	Uniform Securities Agent State Law Examination	1992-10-30

S66 Uniform Combined State Law Examination

2024-08-30
S63 Uniform Securities Agent State Law Examination

1992-10-30

View on SEC IAPD

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