Tracey Ann Peterson

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

• 08/1993 → 07/2017
  Fidelity Brokerage Services, Inc.
  Merrimack, NH
• 08/2017 → 02/2019
  Unemployed
  Foxboro, MA
• 03/2019 → 05/2019
  Ascena Retail
  Wrentham, MA
• 05/2019 → Present
  Fidelity Brokerage Services, Inc
  Providence, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-06-25 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2019-06-18
• S63 Uniform Securities Agent State Law Examination
  1992-06-19

Designations

• Certified Financial Planner

Other Names

• Tracey Ann Peterson
• Tracey Ann Rouzaut