Best Investors Account Sign in

Isaiah Peay

Strategic Advisers LLC

Phoenix, AZ

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Phoenix, AZ • 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 Vanguard Group, Inc. Scottsdale AZ 08/2016 09/2016
The Vanguard Group, Inc. Scottsdale AZ 09/2016 12/2021
Fidelity Investments Salt Lake City UT 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 09/2016
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2016 → 12/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-10-01 → 2021-12-24
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-30
S63 Uniform Securities Agent State Law Examination 2016-11-02
  • S66 Uniform Combined State Law Examination
    2019-09-30
  • S63 Uniform Securities Agent State Law Examination
    2016-11-02

View on SEC IAPD

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor