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Peter Boulos

Strategic Advisers LLC

Rancho Cucamonga, CA

Eastvale, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035 • United States

Eastvale, 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
OrganizationCityStateFromTo
Fidelity Investments Pasadena CA 06/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → Present
    Fidelity Investments
    Pasadena, CA
  • 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
    Eastvale, CA
    Rancho Cucamonga, CA
  • 2011-08-19 → 2018-07-13
    Strategic Advisers Llc
    Pasadena, CA
  • 2010-08-11 → 2011-07-08
    Chase Investment Services Corp.
    Riverside, CA
  • 2010-02-05 → 2010-06-17
    Edward Jones
    St Louis, MO
    Covina, CA
    Alta Loma, CA
    Alta Loma, CA
Other Businesses

OBA-14811|OrgNmn:Boulos LLC|Org Addr:Corona,California,US|OBA Nature:1 Rental Property|Invst Rel:Y|Title:Owner/president|Duties:Management of rental property|StrtDt:03-02-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-02
  • S66 Uniform Combined State Law Examination
    2010-02-02
Other Names
  • Peter S Boulos
  • Peter Samir Boulos

View on SEC IAPD

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Other Offices

OSAIC WEALTH, INC. · RANCHO CUCAMONGA, CA
LPL FINANCIAL LLC · RANCHO CUCAMONGA, CA
PRIVATUS · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · RANCHO CUCAMONGA, CA
LPL ENTERPRISE, LLC · RANCHO CUCAMONGA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Rancho Cucamonga, CA
EDWARD JONES · RANCHO CUCAMONGA, CA
PDE WEALTH ADVISORS, LLC · RANCHO CUCAMONGA, CA

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