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Peter George Askar

Strategic Advisers LLC

Boston, MA

Smithfield, RI

CRD 7587992

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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 Investments Smithfield RI 06/2022 Present
Baycoast Bank Swansea MA 05/2021 08/2021
Kirkbrae Country Club Lincoln RI 05/2019 09/2019
Domino's Pizza Cumberland RI 11/2016 05/2017
Polo Ralph Lauren Wrentham MA 05/2017 11/2017
Andrew's Bistro Cumbeland RI 11/2017 02/2018
Rhode Island Office Of The Attorney General Providence RI 05/2019 08/2019
Staples Wakefield RI 10/2020 06/2021
Staples Wakefield RI 09/2021 05/2022
Kirkbrae Country Club Lincoln RI 05/2021 09/2021
Kirkbrae Country Club Lincoln RI 05/2020 09/2020
Endicott College Beverly MA 11/2018 01/2019
Nautica Wrentham RI 03/2018 06/2018
Unemployed Cumberland RI 06/2018 11/2018
Full-Time Education Kingston RI 09/2019 05/2020
Endicott College Beverly MA 09/2018 05/2019
University Of Rhode Island Kingston RI 09/2019 05/2022
Cumberland High School Cumberland RI 09/2015 06/2018
Grigs Country Nursery Cumberland RI 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2021 → 08/2021
    Baycoast Bank
    Swansea, MA
  • 05/2019 → 09/2019
    Kirkbrae Country Club
    Lincoln, RI
  • 11/2016 → 05/2017
    Domino's Pizza
    Cumberland, RI
  • 05/2017 → 11/2017
    Polo Ralph Lauren
    Wrentham, MA
  • 11/2017 → 02/2018
    Andrew's Bistro
    Cumbeland, RI
  • 05/2019 → 08/2019
    Rhode Island Office Of The Attorney General
    Providence, RI
  • 10/2020 → 06/2021
    Staples
    Wakefield, RI
  • 09/2021 → 05/2022
    Staples
    Wakefield, RI
  • 05/2021 → 09/2021
    Kirkbrae Country Club
    Lincoln, RI
  • 05/2020 → 09/2020
    Kirkbrae Country Club
    Lincoln, RI
  • 11/2018 → 01/2019
    Endicott College
    Beverly, MA
  • 03/2018 → 06/2018
    Nautica
    Wrentham, RI
  • 06/2018 → 11/2018
    Unemployed
    Cumberland, RI
  • 09/2019 → 05/2020
    Full-Time Education
    Kingston, RI
  • 09/2018 → 05/2019
    Endicott College
    Beverly, MA
  • 09/2019 → 05/2022
    University Of Rhode Island
    Kingston, RI
  • 09/2015 → 06/2018
    Cumberland High School
    Cumberland, RI
  • 06/2018 → 08/2018
    Grigs Country Nursery
    Cumberland, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-07
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2023-08-07
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05
Other Names
  • Peter George Askar
  • Peter Askar

View on SEC IAPD

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