Best Investors Account Sign in

Courtney Diane Peters

Strategic Advisers LLC

Keller, TX

Westlake, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Keller, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
The Center For Heart Led Leadership Denver CO 07/2015 01/2017
Resolute Wealth Partners Greenwood Vlg CO 01/2017 10/2019
Fidelity Brokerage Services, Llc Broomfield CO 11/2019 Present
Watermark Adviser Solutions Denver CO 10/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 01/2017
    The Center For Heart Led Leadership
    Denver, CO
  • 01/2017 → 10/2019
    Resolute Wealth Partners
    Greenwood Vlg, CO
  • 11/2019 → Present
    Fidelity Brokerage Services, Llc
    Broomfield, CO
  • 10/2016 → 01/2017
    Watermark Adviser Solutions
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Broomfield, CO
    Trophy Club, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-24
S63 Uniform Securities Agent State Law Examination 2019-12-02
  • S66 Uniform Combined State Law Examination
    2020-08-24
  • S63 Uniform Securities Agent State Law Examination
    2019-12-02
Other Names
  • Courtney Peters
  • Courtney Peters

View on SEC IAPD

More in Keller, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor