Alexander 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

• 03/2013 → 09/2017
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2017 → 12/2018
  Madison Park Boutique
  Charlotte, NC
• 08/2018 → 10/2019
  Fisher Investments
  Camas, WA
• 10/2019 → 11/2020
  Edward Jones
  St.LOuis, MO
• 11/2020 → Present
  Fidelity Investments
  Charleston, SC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-12-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Mount Pleasant, SC
• 2019-10-14 → 2020-11-19
  Edward Jones
  Brighton, MI
  St Louis, MO
  Summerville, SC
  Summerville, SC
• 2018-10-02 → 2019-10-29
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-02
• S63 Uniform Securities Agent State Law Examination
  2013-04-25

Other Names

• Alex Peterson
• Alexander Peterson
• Alexander Ervin Peterson