Ryan Peterson
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 LLCMar 2025 to now
- Fidelity InvestmentsFeb 2024 to now
- Eagle Strategies LLCJun 2022 to Feb 2024
- Nylife Securities LLCOct 2021 to Feb 2024
- New York Life Insurance CompanyMay 2021 to Feb 2024
- UnemployedJan 2021 to May 2021
- AroogasJan 2019 to Aug 2020
- Rosa Mia PizzaJul 2018 to Jan 2019
- University of Rhode IslandJan 2018 to Dec 2020
- Uno Restaurant Holdings CorpOct 2017 to Jan 2018
- Rhode Island CollegeSep 2016 to Dec 2017
- Luigi"sMay 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
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
- 7359966
- Firm CRD
- 104555