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Peter Girgis

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • 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
Lpl Financial, Llc Phoenix AZ 04/2014 06/2017
Ameriprise Financial Services, Inc. Phoenix AZ 07/2019 10/2019
Self Employed Scottsdale AZ 07/2017 06/2019
Lpl Financial, Llc Tempe AZ 02/2020 11/2020
Unemployed Scottsdale AZ 10/2019 01/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 06/2017
    Lpl Financial, Llc
    Phoenix, AZ
  • 07/2019 → 10/2019
    Ameriprise Financial Services, Inc.
    Phoenix, AZ
  • 07/2017 → 06/2019
    Self Employed
    Scottsdale, AZ
  • 02/2020 → 11/2020
    Lpl Financial, Llc
    Tempe, AZ
  • 10/2019 → 01/2020
    Unemployed
    Scottsdale, AZ
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-02-11 → 2020-11-30
    Lpl Financial Llc
    Tempe, AZ
  • 2019-07-11 → 2019-10-11
    Ameriprise Financial Services, Llc
    Peoria, AZ
  • 2014-10-17 → 2017-07-06
    Lpl Financial Llc
    Scottsdale, AZ
    Phoenix, AZ
  • 2014-05-19 → 2014-08-27
    Householder Group Estate & Retirement Specialists
    Scottsdale, AZ
  • 2013-06-10 → 2013-07-29
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-08
S66 Uniform Combined State Law Examination 2013-05-24
  • S63 Uniform Securities Agent State Law Examination
    2020-05-08
  • S66 Uniform Combined State Law Examination
    2013-05-24

View on SEC IAPD

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