Best Investors Account Sign in

Peter Di Blasi

Strategic Advisers LLC

Charlotte, NC

Charlotte, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-05-08
TX RA APPROVED 2025-04-03
  • NC RA
    APPROVED
    Since 2026-05-08
  • TX RA
    APPROVED
    Since 2025-04-03

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Charlotte, NC • 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
Equitable Advisors, Llc. Melville NY 09/2024 02/2025
Unishippers Albany NY 08/2023 04/2024
Northwestern Mutual Farmingdale NY 06/2023 09/2023
Indian Hills Country Club Northport NY 06/2019 09/2019
High School Smithtown NY 09/2016 06/2020
University At Albany Albany NY 09/2020 05/2024
Bahama Breeze Lake Grove NY 06/2021 08/2021
Unemployed Smithtown NY 06/2022 08/2022
Unemployed Smithtown NY 06/2024 08/2024
Fidelity Investments Rochester NY 03/2025 Present
Unemployed Smithtown NY 06/2020 09/2020
Unemployed Smithtown NY 06/2016 09/2016
  • 09/2024 → 02/2025
    Equitable Advisors, Llc.
    Melville, NY
  • 08/2023 → 04/2024
    Unishippers
    Albany, NY
  • 06/2023 → 09/2023
    Northwestern Mutual
    Farmingdale, NY
  • 06/2019 → 09/2019
    Indian Hills Country Club
    Northport, NY
  • 09/2016 → 06/2020
    High School
    Smithtown, NY
  • 09/2020 → 05/2024
    University At Albany
    Albany, NY
  • 06/2021 → 08/2021
    Bahama Breeze
    Lake Grove, NY
  • 06/2022 → 08/2022
    Unemployed
    Smithtown, NY
  • 06/2024 → 08/2024
    Unemployed
    Smithtown, NY
  • 03/2025 → Present
    Fidelity Investments
    Rochester, NY
  • 06/2020 → 09/2020
    Unemployed
    Smithtown, NY
  • 06/2016 → 09/2016
    Unemployed
    Smithtown, NY
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-16
S65 Uniform Investment Adviser Law Examination 2024-12-04
  • S63 Uniform Securities Agent State Law Examination
    2024-12-16
  • S65 Uniform Investment Adviser Law Examination
    2024-12-04
Other Names
  • Peter Di Blasi
  • Peter Anthony Di Blasi
  • Peter Anthony Diblasi

View on SEC IAPD

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor