Peter W. Spiteri
Professional summary
Peter William Spiteri, who also goes by Peter W Spiteri, Peter Willilam Spiteri Mr., Peter Spiteri, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Peoria, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Peoria, Arizona.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Peter has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 4 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter William Spiteri's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7565 West Bell Road, Peoria, AZ 85382March 5, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7565 West Bell Road, Peoria, AZ 85382June 17, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 27, 2018 - January 11, 2021
TD AMERITRADE, INC.
February 26, 2018 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
February 26, 2018 - January 11, 2021
TD AMERITRADE, INC.
May 2, 2016 - February 26, 2018
SCOTTRADE INVESTMENT MANAGEMENT
May 13, 2009 - February 26, 2018
SCOTTRADE, INC.
February 26, 2003 - January 29, 2004
R. J. THOMPSON SECURITIES, INC.
May 17, 1996 - February 12, 2009
TD AMERITRADE, INC.
April 24, 1996 - May 8, 1996
AMERICORP SECURITIES, INC.
November 24, 1995 - March 28, 1996
JOSEPH STEVENS & CO., 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
(4/24/2024)
(3/31/2025)
(3/5/2021)
(3/31/2025)
(4/12/2024)
(3/5/2021)
Exams
Series 8
Date: 12/22/1997
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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