Best Investors Account Sign in

Peter J Mccaughan

Strategic Advisers LLC

Palm Beach Gardens, FL

Palm Beach Gardens, FL

North Palm Beach, FL

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

North Palm Beach, FL • 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 Brokerage Services Llc Durham NC 01/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → Present
    Fidelity Brokerage Services Llc
    Durham, NC
  • 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
    Palm Beach Gardens, FL
    The Woodlands, TX
    Palm Beach Gardens, FL
  • 2017-01-04 → 2018-07-13
    Strategic Advisers Llc
    Durham, NC
    The Woodlands, TX
Other Businesses

OBA-130552|OrgNmn:TO BE DETERMINED|Org Addr:NORTH PALM,Florida,US|OBA Nature:LAUNDRY SERVICES|Invst Rel:N|Title:OWNER|Duties:I will be helping to market to new clients and expand the laundry services through client acquisition |StrtDt:01-04-27|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-21
  • S66 Uniform Combined State Law Examination
    2015-05-21
Designations
Other Names
  • Peter Joseph Mccaughan

View on SEC IAPD

Other Firms

WIN ADVISORS, INC
MONEY CONCEPTS ADVISORY SERVICE
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS
DAKOTA WEALTH, LLC
ZACHARY FINANCIAL CONSULTANTS LLC
BLUE LINE CAPITAL ADVISORS
FIFTH THIRD SECURITIES, INC.

Other Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor