Kimberly Peterson
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
3 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- First Command Advisory Services, Inc.Feb 2022 to Mar 2022
- First Command Insurance Services, Inc.Feb 2022 to Mar 2022
- First Command Brokerage Services, Inc.Apr 2021 to Mar 2022
- UnemployedDec 2018 to Apr 2021
- Chester School DistrictMay 2017 to Nov 2018
- UnemployedJan 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7367531
- Firm CRD
- 104555