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Mitchell Peltier

Strategic Advisers LLC

Haslet, TX

Westlake, 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

Haslet, 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
City Of Hurst Hurst TX 05/2017 05/2018
City Of Hurst Hurst TX 05/2018 05/2019
City Of Hurst Hurst TX 05/2019 05/2020
City Of Hurst Hurst TX 05/2021 09/2022
Keller Central High School Fort Worth TX 08/2014 05/2018
University Of North Texas Denton TX 08/2018 12/2019
Simplified Investing Llc. Chippewa Falls WI 11/2019 05/2023
Texas Womens University Denton TX 01/2020 12/2020
University Of North Texas Denton TX 01/2021 05/2023
Fidelity Investments Westlake TX 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 05/2018
    City Of Hurst
    Hurst, TX
  • 05/2018 → 05/2019
    City Of Hurst
    Hurst, TX
  • 05/2019 → 05/2020
    City Of Hurst
    Hurst, TX
  • 05/2021 → 09/2022
    City Of Hurst
    Hurst, TX
  • 08/2014 → 05/2018
    Keller Central High School
    Fort Worth, TX
  • 08/2018 → 12/2019
    University Of North Texas
    Denton, TX
  • 11/2019 → 05/2023
    Simplified Investing Llc.
    Chippewa Falls, WI
  • 01/2020 → 12/2020
    Texas Womens University
    Denton, TX
  • 01/2021 → 05/2023
    University Of North Texas
    Denton, TX
  • 05/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Haslet, TX
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
S63 Uniform Securities Agent State Law Examination 2023-08-15
  • S66 Uniform Combined State Law Examination
    2024-08-12
  • S63 Uniform Securities Agent State Law Examination
    2023-08-15
Other Names
  • Mitchell David Peltier
  • Mitchell Peltier

View on SEC IAPD

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