Rebekah A. Peterson
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
CARLSBAD, CA
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CRD#: 4131336
Professional summary
Rebekah A Peterson, CFP®, who also goes by Bekah Bingham, Bohdi Bingham, Rebekah A Bingham, Bekah Peterson, Rebekah A Peterson Mrs, Rebekah Anne Peterson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Carlsbad, California and FIDELITY BROKERAGE SERVICES LLC located in San Diego, California.
Rebekah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Rebekah has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
My mission is to help individuals and families make wise investment and financial decisions. I take time to understand my clients' needs so that we address their top concerns, including retirement and income planning, tax-efficient investing, estate planning considerations, and charitable giving. I value my client relationships and find it truly rewarding to help them through important financial decisions and transitions in their lives.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bekah Bingham | Bohdi Bingham | Rebekah A Bingham | Bekah Peterson | Rebekah A Peterson Mrs | Rebekah Anne Peterson
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 Rebekah A Peterson'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®
Education
University of Utah
Bachelor of Science Family, Community & Human Development - Financial Planning & Economics
2020
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 16745 West Bernardo Drive Suite 110, San Diego, CA 92127RIA
CRD#: 104555
CARLSBAD, CA
Current
October 17, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 16745 West Bernardo Drive Suite 110, San Diego, CA 92127BD
CRD#: 7784
SAN DIEGO, CA
Past
January 7, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SAN DIEGO, CA
Past
August 6, 2010 - October 9, 2012
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BURBANK, CA
Past
July 26, 2010 - October 8, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BURBANK, CA
Past
February 21, 2007 - August 14, 2008
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWICH, CT
Past
January 24, 2005 - August 14, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENWICH, CT
Past
January 7, 2003 - February 18, 2005
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
SMITHFIELD, RI
Past
April 12, 2000 - December 31, 2002
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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
Alabama(4/24/2025)
RR
Alaska(4/24/2025)
RR
Arizona(12/3/2018)
RR
Arkansas(4/24/2025)
RR
California(11/21/2018)
IAR
California(3/31/2025)
RR
Colorado(1/22/2021)
RR
Connecticut(4/24/2025)
RR
Delaware(4/24/2025)
RR
District of Columbia(6/27/2024)
RR
Florida(3/30/2020)
RR
Georgia(4/24/2025)
RR
Hawaii(12/12/2023)
RR
Idaho(4/24/2025)
RR
Illinois(4/19/2021)
RR
Indiana(6/19/2024)
RR
Iowa(4/24/2025)
RR
Kansas(4/24/2025)
RR
Kentucky(4/24/2025)
RR
Louisiana(4/24/2025)
RR
Maine(4/24/2025)
RR
Maryland(3/4/2022)
RR
Massachusetts(3/1/2024)
RR
Michigan(4/24/2025)
RR
Minnesota(4/24/2025)
RR
Mississippi(4/24/2025)
RR
Missouri(4/24/2025)
RR
Montana(7/17/2024)
RR
Nebraska(4/24/2025)
RR
Nevada(11/21/2018)
RR
New Hampshire(4/24/2025)
RR
New Jersey(4/24/2025)
RR
New Mexico(4/24/2025)
RR
New York(4/24/2025)
RR
North Carolina(4/16/2021)
RR
North Dakota(4/24/2025)
RR
Ohio(4/24/2025)
RR
Oklahoma(4/24/2025)
RR
Oregon(11/21/2018)
RR
Pennsylvania(4/24/2025)
RR
Puerto Rico(4/24/2025)
RR
Rhode Island(4/24/2025)
RR
South Carolina(4/16/2021)
RR
South Dakota(4/24/2025)
RR
Tennessee(5/6/2022)
RR
Texas(1/22/2021)
IAR
Texas(3/31/2025)
RR
Utah(4/24/2025)
RR
Vermont(4/24/2025)
RR
Virgin Islands(4/24/2025)
RR
Virginia(8/8/2020)
RR
Washington(1/22/2021)
RR
West Virginia(4/24/2025)
RR
Wisconsin(4/24/2025)
RR
Wyoming(4/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Carlsbad, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
