Alex Peterson
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity InvesmtnetsJan 2023 to now
- St. Cloud State UniversityAug 2022 to Dec 2022
- Bunzl Retail ServicesJun 2022 to Aug 2022
- St. Cloud State UniversityAug 2021 to May 2022
- Dura Supreme CabinetryJun 2021 to Aug 2021
- St. Cloud State UniversityAug 2020 to May 2021
- Cokato Motor SalesJun 2020 to Aug 2020
- St. Cloud State UniversityAug 2019 to May 2020
- Cokato Motor SalesOct 2018 to Aug 2019
- Litchfield Public SchoolsJun 2018 to Aug 2018
- Dassel Cokato Public SchoolsJan 2012 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7695293
- Firm CRD
- 104555