Peter Paolilli

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
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Scottsdale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Northern Trust Securities Inc.	Naperville	IL	09/2014	11/2017
Northern Trust Bank	Naperville	IL	01/2008	11/2017
Bny Mellon	Chicago	IL	11/2017	12/2019
Bny Mellon Securities Corporation	Chicago	IL	08/2019	12/2019
Altair Advisors	Chicago	IL	01/2020	03/2023
Fidelity Investments	Scottsdale	AZ	09/2023	Present
Unemployed	Boulder	CO	04/2023	08/2023
Fidelity Investments	Boston	MA	03/2025	Present

09/2014 → 11/2017

Northern Trust Securities Inc.

Naperville, IL
01/2008 → 11/2017

Northern Trust Bank

Naperville, IL
11/2017 → 12/2019

Bny Mellon

Chicago, IL
08/2019 → 12/2019

Bny Mellon Securities Corporation

Chicago, IL
01/2020 → 03/2023

Altair Advisors

Chicago, IL
09/2023 → Present

Fidelity Investments

Scottsdale, AZ
04/2023 → 08/2023

Unemployed

Boulder, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-02-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boulder, CO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-01-24

S63 Uniform Securities Agent State Law Examination

2024-01-24

Designations

Other Names

Peter Paolilli

View on SEC IAPD

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