Peter J. Bacilo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Peter J Bacilo, who also goes by Peter John Bacilo, Peter Bacilo, was a registered financial professional .
Peter is a previously registered financial professional and started their career in finance in 1987. Peter had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3, Series 10, Series 9 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 31, 2025 - December 12, 2025
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 28, 2008 - July 13, 2018
STRATEGIC ADVISERS LLC
July 30, 2007 - February 12, 2026
FIDELITY BROKERAGE SERVICES LLC
April 25, 2006 - July 18, 2007
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
July 8, 2003 - July 18, 2007
TD AMERITRADE, INC.
October 31, 1995 - July 18, 2007
TD AMERITRADE, INC.
November 3, 1992 - December 20, 1993
LAMBORN SECURITIES INCORPORATED
July 7, 1988 - March 17, 1992
MF GLOBAL INC.
March 11, 1988 - July 15, 1988
JONATHAN ALAN & CO., INC.
February 26, 1987 - March 19, 1988
EQUITABLE SECURITIES OF NEW YORK,INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 8
Date: 8/8/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
