Colin Peterson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Fidelity InvestmentsJun 2024 to Aug 2024
- Second EastJan 2024 to Apr 2025
- Farmers InsuranceDec 2022 to May 2025
- Southern Utah UniversitySep 2022 to Dec 2023
- Pf Chang'sJun 2022 to Aug 2022
- Baymont InnJan 2022 to Apr 2022
- SuuAug 2021 to May 2025
- Codan USJun 2018 to Aug 2018
- Capo Valley HighAug 2017 to Aug 2021
- Newhart Middle SchoolAug 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8122597
- Firm CRD
- 104555