Best Investors Account Sign in

Aaron Taylor Peterson

Strategic Advisers LLC

Coppell, TX

Westlake, TX

Claim This Profile
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

Coppell, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Unemployed Coppell TX 01/2023 04/2023
Fidelity Investments Westlake TX 04/2023 Present
Point Digital Finance, Inc Palo Alto CA 07/2021 01/2023
Gateway First Bank Dallas TX 06/2020 06/2021
Primelending, A Plainscapital Company Dallas TX 04/2018 05/2020
Gateway Mortgage Group Llc Irving TX 08/2014 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 04/2023
    Unemployed
    Coppell, TX
  • 04/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 07/2021 → 01/2023
    Point Digital Finance, Inc
    Palo Alto, CA
  • 06/2020 → 06/2021
    Gateway First Bank
    Dallas, TX
  • 04/2018 → 05/2020
    Primelending, A Plainscapital Company
    Dallas, TX
  • 08/2014 → 04/2018
    Gateway Mortgage Group Llc
    Irving, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-28
  • S66 Uniform Combined State Law Examination
    2023-09-28
Other Names
  • Aaron Taylor Peterson
  • Aaron Peterson

View on SEC IAPD

More in Coppell, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor