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Grant Montgomery Peters

Strategic Advisers LLC

Westlake, TX

Denton, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Denton, TX • 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
Snuffer'S Restaurant & Bar Highland Village TX 11/2014 06/2017
Cutco Lewisville TX 08/2017 09/2017
Prime Farm To Table Flower Mound TX 10/2017 06/2019
Black, Mann, & Graham L.L.P. Flower Mound TX 06/2019 10/2022
Snuffer'S Restaurant & Bar Highland Village TX 05/2021 09/2021
Fidelity Investments Westlake TX 04/2023 Present
Unemployed Denton TX 10/2022 04/2023
North Central Texas College Corinth TX 01/2017 12/2018
University Of North Texas Denton TX 01/2019 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 06/2017
    Snuffer'S Restaurant & Bar
    Highland Village, TX
  • 08/2017 → 09/2017
    Cutco
    Lewisville, TX
  • 10/2017 → 06/2019
    Prime Farm To Table
    Flower Mound, TX
  • 06/2019 → 10/2022
    Black, Mann, & Graham L.L.P.
    Flower Mound, TX
  • 05/2021 → 09/2021
    Snuffer'S Restaurant & Bar
    Highland Village, TX
  • 04/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 10/2022 → 04/2023
    Unemployed
    Denton, TX
  • 01/2017 → 12/2018
    North Central Texas College
    Corinth, TX
  • 01/2019 → 12/2022
    University Of North Texas
    Denton, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Denton, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
  • S66 Uniform Combined State Law Examination
    2023-09-06
Other Names
  • Grant Montgomery Peters
  • Grant Peters

View on SEC IAPD

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SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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