David 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

• 08/2014 → Present
  Fidelity Brokerage Services Llc
  Jersey City, NJ
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Jersey City, NJ
  New York, NY
• 2014-09-02 → 2018-07-13
  Strategic Advisers Llc
  Jersey City, NJ
  New York, NY
• 2010-06-08 → 2014-08-08
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
  New York, NY

Other Businesses

OBA-4802|OrgNmn:Sequoia Properties, Inc.|Org Addr:New York,New York,US|OBA Nature:Invests in real estate|Invst Rel:Y|Title:Chairman and President (Owner)|Duties:All duties related to the company|StrtDt:07/26/01|TotHrs/mon:1|TrdHrs/mon:0|OBA-4979|OrgNmn:Pete Squared LLC|Org Addr:Dyer,Indiana,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Member|Duties:Minimal|StrtDt:11/11/2014|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-128192|OrgNmn:Pete Cubed, LLC|Org Addr:New York,New York,US|OBA Nature:For the purchase/rehab/sale of|Invst Rel:Y|Title:Sole Proprietor|Duties:Single Member LLC|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-18
• S63 Uniform Securities Agent State Law Examination
  1995-05-19

Other Names

• David Peterson
• David (Nmn) Peterson