Peter John Mccauley
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2024 to now
- Fairfield UniversitySep 2023 to Jun 2024
- Fidelity InvestmentsJun 2023 to Aug 2023
- Fairfield UniversitySep 2022 to Jun 2023
- DoordashSep 2022 to May 2023
- The Cape Cod 5 Savings BankMay 2022 to Aug 2022
- Fairfield UniversitySep 2021 to May 2022
- InstacartSep 2021 to May 2022
- Fairfield UniversitySep 2020 to May 2021
- Fairfield UniversitySep 2019 to May 2020
- Domino's PizzaJan 2018 to Jul 2018
- Edgartown Seafood Fish MarketMay 2017 to Aug 2022
- Concord Country ClubApr 2015 to Aug 2021
- Concord Carlisle Youth Baseball/ BasketballApr 2015 to Jun 2019
- Concord Public SchoolsJan 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7948289
- Firm CRD
- 104555