Peter Newel Knight
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCDec 2025 to now
- Fidelity Brokerage Services LLCDec 2025 to now
- Fidelity InvestmentsAug 2025 to now
- Self Employed Keller Williams SuccessDec 2024 to Jul 2025
- Self Employed Equity Select RealtyJul 2019 to Dec 2024
- AutozoneAug 2018 to Feb 2019
- T-mobileMay 2018 to Oct 2024
- UnemployedApr 2018 to May 2018
- Jt Gordon ConstructionFeb 2018 to Apr 2018
- UnemployedOct 2017 to Feb 2018
- Klm WoodworksAug 2017 to Oct 2017
- EtradeMay 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5881954
- Firm CRD
- 104555