Benjamin 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

• 02/2018 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2016 → 02/2018
  Unemployed
  Merrimack, NH
• 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
  Greenwood Village, CO
  Centennial, CO
• 2018-03-06 → 2018-07-13
  Strategic Advisers Llc
  Greenwood Village, CO
• 2011-08-04 → 2016-03-30
  Strategic Advisers Llc
  Merrimack, NH
  Greenwood Village, CO
  Greenwood Village, CO
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2011-07-05
• S63 Uniform Securities Agent State Law Examination
  2010-10-22

Other Names

• Ben Alden Peterson
• Ben Peterson
• Benjamin A Peterson
• Benjamin Alden Peterson
• Benjamin Peterson