Peg M. Davidson
STRATEGIC ADVISERS LLC | Financial Consultant
NEW CANAAN, CT
Some features on this profile are disabled
CRD#: 1737573
Professional summary
Peg M Davidson, CFP®, who also goes by Peg Davidson, Peggy Davidson, Peg M Davidson, Peggy M Davidson, Peg A Miller, Peg Ann Miller, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in New Canaan, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Greenwich, Connecticut.
Peg is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Peg has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 3 exams.
Biography
My process is to guide clients towards financial efficiency and success by taking the time to truly understand their unique needs and goals. Together, we collaborate to develop, implement and monitor a strategy that is aligned to their individual risk profile, time horizon and specific objectives. I am passionate not only about engaging and educating but also challenging clients to make smart decisions to work toward a healthy financial future.
Question & Answer
What are your service offerings?
Retirement Planning
What is your minimum asset requirement?
5M
Are you a "fiduciary"?
Yes
Aliases
Peg Davidson | Peggy Davidson | Peg M Davidson | Peggy M Davidson | Peg A Miller | Peg Ann Miller
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Peg M Davidson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Education
Indiana University
Bachelor of Science (BS) - Political Science, Forensic Studies
1984
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399RIA
CRD#: 104555
NEW CANAAN, CT
Current
May 18, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830BD
CRD#: 7784
Greenwich, CT
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GREENWICH, CT
Past
October 2, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWICH, CT
Past
June 8, 1992 - April 4, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
September 22, 1987 - June 19, 1992
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/30/2020)
RR
Colorado(7/21/2020)
RR
Connecticut(6/15/2017)
IAR
Connecticut(3/31/2025)
RR
District of Columbia(10/15/2021)
RR
Florida(8/4/2017)
RR
Hawaii(3/13/2020)
RR
Maryland(3/24/2021)
RR
Massachusetts(8/4/2017)
RR
Michigan(1/8/2024)
RR
New Hampshire(3/6/2024)
RR
New Jersey(8/7/2017)
RR
New York(8/4/2017)
RR
North Carolina(7/1/2020)
RR
Pennsylvania(8/8/2017)
RR
Rhode Island(8/9/2017)
RR
South Carolina(6/30/2020)
RR
Tennessee(3/27/2023)
RR
Texas(4/17/2025)
IAR
Texas(10/6/2025)
RR
Utah(3/7/2022)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555New Canaan, CTTRUST BUT VERIFY
Monitor Peg Davidson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
