Peter Stephens

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

• 04/2023 → 12/2023
  Unemployed
  West Hartford, CT
• 12/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 09/2022 → 04/2023
  Bbhk, Llc
  West Hartford, CT
• 05/2022 → 09/2022
  Unemployed
  Auburndale, MA
• 02/2022 → 04/2022
  Vail Resorts
  Park City, UT
• 06/2021 → 12/2021
  Clover Food Labs
  Newton, MA
• 08/2017 → 05/2021
  Whitman College
  Walla Walla, WA
• 06/2017 → 08/2017
  John Smith Soccer Camps
  Milford, MA
• 06/2018 → 08/2018
  John Smith Soccer Camps
  Milford, MA
• 06/2016 → 08/2016
  Thundercat Sports
  Newton, MA
• 09/2013 → 06/2017
  Newton South High School
  Newton, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-04-17

Other Names

• Peter O'CAllaghan Stephens
• Peter Stephens