Peter George Askar
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2022 to now
- StaplesSep 2021 to May 2022
- Kirkbrae Country ClubMay 2021 to Sep 2021
- Baycoast BankMay 2021 to Aug 2021
- StaplesOct 2020 to Jun 2021
- Kirkbrae Country ClubMay 2020 to Sep 2020
- University of Rhode IslandSep 2019 to May 2022
- Full-time EducationSep 2019 to May 2020
- Kirkbrae Country ClubMay 2019 to Sep 2019
- Rhode Island Office of the Attorney GeneralMay 2019 to Aug 2019
- Endicott CollegeSep 2018 to May 2019
- UnemployedJun 2018 to Nov 2018
- Grigs Country NurseryJun 2018 to Aug 2018
- NauticaMar 2018 to Jun 2018
- Andrew's BistroNov 2017 to Feb 2018
- Polo Ralph LaurenMay 2017 to Nov 2017
- Domino's PizzaNov 2016 to May 2017
- Cumberland High SchoolSep 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, 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
- 7587992
- Firm CRD
- 104555