Peter Francis Davey

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-06-13
TX	RA	APPROVED	2025-03-31

CT RA
APPROVED

Since 2025-06-13
TX RA
APPROVED

Since 2025-03-31

Branch Locations

New Canaan, CT • 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
Northwestern Mutual Life Insurance Company	Milwaukee	WI	08/2019	07/2020
Northwestern Mutual Investment Services Llc	New York	NY	10/2019	07/2020
Unemployed	New York	NY	03/2013	07/2019
Fidelity Investments	Merrimack	NH	09/2021	Present
Unemployed	New York	NY	07/2020	09/2021
Fidelity Investments	Boston	MA	03/2025	Present

08/2019 → 07/2020

Northwestern Mutual Life Insurance Company

Milwaukee, WI
10/2019 → 07/2020

Northwestern Mutual Investment Services Llc

New York, NY
03/2013 → 07/2019

Unemployed

New York, NY
09/2021 → Present

Fidelity Investments

Merrimack, NH
07/2020 → 09/2021

Unemployed

New York, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-01-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

New York, NY
2011-09-27 → 2013-03-26

Neuberger Berman Bd Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-09

S66 Uniform Combined State Law Examination

2021-12-09

Other Names

Peter Francis Davey
Peter Francis Davey
Peter Francis Davey

View on SEC IAPD

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