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Lauren Peloquin

Strategic Advisers LLC

Woonsocket, RI

Smithfield, RI

CRD 7930615

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-11
RI RA APPROVED 2025-10-29
TX RA APPROVED 2025-10-29
  • MA RA
    APPROVED
    Since 2026-08-11
  • RI RA
    APPROVED
    Since 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

Woonsocket, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Ulta Beauty Hadley MA 09/2022 05/2023
Woonsocket High School Woonsocket RI 09/2016 06/2020
Fidelity Investments Smithfield RI 05/2024 Present
Unemployed Woonsocket RI 06/2016 09/2016
Ihop Milford MA 08/2020 11/2020
Florence Bank Amherst MA 10/2023 04/2024
Pacsun Wrentham MA 10/2018 01/2022
Market Basket Attleboro MA 06/2020 07/2020
Sunglass Hut Wrentham MA 06/2022 Present
Doordash Woonsocket RI 03/2021 04/2024
Polo Ralph Lauren Children'S Factory Store Wrentham MA 02/2018 08/2023
  • 09/2022 → 05/2023
    Ulta Beauty
    Hadley, MA
  • 09/2016 → 06/2020
    Woonsocket High School
    Woonsocket, RI
  • 05/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2016 → 09/2016
    Unemployed
    Woonsocket, RI
  • 08/2020 → 11/2020
    Ihop
    Milford, MA
  • 10/2023 → 04/2024
    Florence Bank
    Amherst, MA
  • 10/2018 → 01/2022
    Pacsun
    Wrentham, MA
  • 06/2020 → 07/2020
    Market Basket
    Attleboro, MA
  • 06/2022 → Present
    Sunglass Hut
    Wrentham, MA
  • 03/2021 → 04/2024
    Doordash
    Woonsocket, RI
  • 02/2018 → 08/2023
    Polo Ralph Lauren Children'S Factory Store
    Wrentham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
S63 Uniform Securities Agent State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2025-10-27
  • S63 Uniform Securities Agent State Law Examination
    2024-09-05

View on SEC IAPD

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