Maguire Valentin Peterson

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	2026-08-31

AZ RA
APPROVED

Since 2026-08-31

Branch Locations

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States

Scottsdale, 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

Organization	City	State	From	To
Unemployed	Scottsdale	AZ	08/2022	05/2024
Unemployed	Scottsdale	AZ	08/2024	05/2026
Fidelity Investments	Chandler	AZ	05/2026	Present
Trinity Underground	Tempe	AZ	05/2022	08/2022
Unemployed	Scottsdale	AZ	03/2016	05/2022
Baird Private Wealth Management	Milwuakee	WI	05/2024	08/2024
Fidelity Brokerage Services Llc	Chandler	AZ	05/2026	Present
Strategic Advisers Llc	Chandler	AZ	08/2026	Present

08/2022 → 05/2024

Unemployed

Scottsdale, AZ
08/2024 → 05/2026

Unemployed

Scottsdale, AZ
05/2026 → Present

Fidelity Investments

Chandler, AZ
05/2022 → 08/2022

Trinity Underground

Tempe, AZ
03/2016 → 05/2022

Unemployed

Scottsdale, AZ
05/2024 → 08/2024

Baird Private Wealth Management

Milwuakee, WI
05/2026 → Present

Fidelity Brokerage Services Llc 

Chandler, AZ
08/2026 → Present

Strategic Advisers Llc

Chandler, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-30

S66 Uniform Combined State Law Examination

2026-07-30

Other Names

Maguire V Peterson
Maguire Peterson

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

VAL VISTA CAPITAL MANAGEMENT, LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENT FINANCIAL GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ADRIENNE TERENA BORCHERS

RENEE JEAN HRUSKA

ANDREA MICHELLE MCLELLAND

Christine Lynne Lobdell Raney

Other Offices

J.P. MORGAN SECURITIES LLC · CHANDLER, AZ

EDWARD JONES · CHANDLER, AZ

LPL FINANCIAL LLC · CHANDLER, AZ

VAL VISTA CAPITAL MANAGEMENT, LLC · SUN LAKES, AZ

WELLS FARGO CLEARING SERVICES, LLC · CHANDLER, AZ

EDWARD JONES · SUN LAKES, AZ

STATE FARM INVESTMENT MANAGEMENT CORP. · Chandler, AZ

INDEPENDENT FINANCIAL GROUP, LLC · CHANDLER, AZ

More in Chandler, AZ

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