Peter Di blasi
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Peter Di blasi? 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
10 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Equitable Advisors, LLC.Sep 2024 to Feb 2025
- UnemployedJun 2024 to Aug 2024
- UnishippersAug 2023 to Apr 2024
- Northwestern MutualJun 2023 to Sep 2023
- UnemployedJun 2022 to Aug 2022
- Bahama BreezeJun 2021 to Aug 2021
- University At AlbanySep 2020 to May 2024
- UnemployedJun 2020 to Sep 2020
- Indian Hills Country ClubJun 2019 to Sep 2019
- High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7747515
- Firm CRD
- 104555