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Peter R. Wallace

Strategic Advisers LLC

Bedford, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bedford, NH • 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
Empower Retirement Andover MA 12/2015 11/2016
Fidelity Brokerage Services Merrimack NH 02/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 11/2016
    Empower Retirement
    Andover, MA
  • 02/2017 → Present
    Fidelity Brokerage Services
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bedford, NH
Other Businesses

OBA-7592|OrgNmn:SELF EMPLOYED|Org Addr:BEDFORD,New Hampsh,US|OBA Nature:LOCAL REAL EASTATE PHOTOGRPAHY|Invst Rel:N|Title:PHOTOGRAPHER|Duties:OCCASIONAL REAL ESTATE PHOTOGRAPHY LATE AFTERNOONS/WEEKENDS|StrtDt:06-01-13|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-03
S63 Uniform Securities Agent State Law Examination 1999-11-04
  • S66 Uniform Combined State Law Examination
    2018-04-03
  • S63 Uniform Securities Agent State Law Examination
    1999-11-04
Other Names
  • Peter R Wallace
  • Peter Wallace
  • Peter Richard Wallace

View on SEC IAPD

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