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Peter Faulkner

Strategic Advisers LLC

Littleton, MA

Andover, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-22
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-09-22
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Andover, MA • 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
Merrimack College Ma MA 08/2023 05/2024
Merrimack College Ma MA 08/2021 05/2022
Bradford Counrty Club Ma MA 09/2018 04/2022
Fidelity Investments Littleton MA 06/2023 08/2023
Merrimack College Ma MA 08/2020 05/2021
Fidelity Investments Littleton MA 05/2024 Present
Merrimack College Ma MA 08/2022 05/2023
Andover Public Schools Ma MA 06/2018 08/2018
Andover Public Schoools Ma MA 05/2014 06/2018
Winchester Country Club Winchester MA 06/2022 09/2022
Merrimack College Ma MA 01/2023 05/2023
Merrimack College Ma MA 08/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 05/2024
    Merrimack College
    Ma, MA
  • 08/2021 → 05/2022
    Merrimack College
    Ma, MA
  • 09/2018 → 04/2022
    Bradford Counrty Club
    Ma, MA
  • 06/2023 → 08/2023
    Fidelity Investments
    Littleton, MA
  • 08/2020 → 05/2021
    Merrimack College
    Ma, MA
  • 05/2024 → Present
    Fidelity Investments
    Littleton, MA
  • 08/2022 → 05/2023
    Merrimack College
    Ma, MA
  • 06/2018 → 08/2018
    Andover Public Schools
    Ma, MA
  • 05/2014 → 06/2018
    Andover Public Schoools
    Ma, MA
  • 06/2022 → 09/2022
    Winchester Country Club
    Winchester, MA
  • 01/2023 → 05/2023
    Merrimack College
    Ma, MA
  • 08/2021 → 05/2022
    Merrimack College
    Ma, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
    Andover, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
S63 Uniform Securities Agent State Law Examination 2023-03-25
  • S66 Uniform Combined State Law Examination
    2024-09-20
  • S63 Uniform Securities Agent State Law Examination
    2023-03-25
Other Names
  • Peter Faulkner
  • Peter Zachary Faulkner

View on SEC IAPD

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