Grant Montgomery Peters
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Grant Montgomery Peters? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2023 to now
- UnemployedOct 2022 to Apr 2023
- Snuffer's Restaurant & BarMay 2021 to Sep 2021
- Black, Mann, & Graham L.L.P.Jun 2019 to Oct 2022
- University of North TexasJan 2019 to Dec 2022
- Prime Farm To TableOct 2017 to Jun 2019
- CutcoAug 2017 to Sep 2017
- North Central Texas CollegeJan 2017 to Dec 2018
- Snuffer's Restaurant & BarNov 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7732741
- Firm CRD
- 104555