Peter Boulos
STRATEGIC ADVISERS | Vice President, Financial Consultant
EASTVALE, CA
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CRD#: 5721747
Professional summary
Peter Boulos, who also goes by Peter S Boulos, Peter Samir Boulos, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Eastvale, California and FIDELITY BROKERAGE SERVICES LLC located in Rancho Cucamonga, California.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Peter has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I am passionate about having a positive impact on my client's lives. Through thoughtful and approachable Financial Planning, I strive to help empower my clients to enjoy their life with peace of mind. I partner with my clients to fully understand each of their unique goals, values, and circumstances and deliver clear action steps catered to each client's specific needs and desires.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter S Boulos | Peter Samir Boulos
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 Peter Boulos'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®
NoneEducation
Cal State Fullerton
Bachelor of Arts (BA) - Finance
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7310 Day Creek Blvd, Rancho Cucamonga, CA 91739-8035RIA
CRD#: 104555
EASTVALE, CA
Current
July 28, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7310 Day Creek Blvd., Rancho Cucamonga, CA 91739BD
CRD#: 7784
Rancho Cucamonga, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RANCHO CUCAMONGA, CA
Past
August 19, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PASADENA, CA
Past
August 11, 2010 - July 8, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
RIVERSIDE, CA
Past
August 11, 2010 - July 8, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
RIVERSIDE, CA
Past
February 5, 2010 - June 17, 2010
EDWARD JONES
RIA
CRD#: 250
SAN DIMAS, CA
Past
November 16, 2009 - June 17, 2010
EDWARD JONES
BD
CRD#: 250
SAN DIMAS, CA
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
Arizona(1/3/2020)
RR
California(7/28/2011)
IAR
California(3/31/2025)
RR
Florida(3/12/2021)
RR
Hawaii(4/17/2025)
RR
Idaho(3/25/2023)
RR
Illinois(4/23/2020)
RR
Missouri(11/21/2025)
RR
Nevada(1/7/2022)
RR
New York(1/5/2018)
RR
North Carolina(1/7/2026)
RR
Oregon(3/1/2024)
RR
South Carolina(9/29/2023)
RR
Tennessee(1/4/2025)
RR
Texas(1/12/2021)
IAR
Texas(3/31/2025)
RR
Washington(6/4/2021)
RR
Wisconsin(7/19/2024)
RR
Wyoming(8/8/2024)
Exams
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
Registered Investment Advisory firm - (8/11/1977 Approved)PREMIUM
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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, Financial ConsultantCRD#: 104555Eastvale, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
