Peter J. Bacilo
Professional summary
Peter J Bacilo, who also goes by Peter John Bacilo, Peter Bacilo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lyndhurst, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Jersey City, New Jersey.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Peter has 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) - RIA
Click below to view Peter J Bacilo's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 499 Washington Blvd, Jersey City, NJ 07310July 30, 2007 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 499 Washington Blvd, Jersey City, NJ 07310July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
November 28, 2008 - July 13, 2018
STRATEGIC ADVISERS 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
(11/28/2011)
(7/30/2007)
(3/31/2025)
(11/28/2011)
(8/23/2012)
Exams
Series 8
Date: 8/8/1997
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
New York Stock Exchange
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
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