Alexander Peterson
STRATEGIC ADVISERS | Financial Consultant
CHARLESTON, SC
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CRD#: 6173481
Professional summary
Alexander Peterson, who also goes by Alex Peterson, Alexander Ervin Peterson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Charleston, South Carolina and FIDELITY BROKERAGE SERVICES LLC located in Mount Pleasant, South Carolina.
Alexander is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Alexander has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
Client experience is at the forefront of everything we do at Fidelity. Each relationship begins with a financial plan that uncovers life goals, highlights asset protection strategies, and provides invaluable insights to help our clients manage their financial futures. I began my career in 2008 during the recession. This experience shaped my philosophy on comprehensive wealth management and the importance of partnering with you and your family to help you organize, grow, and protect your wealth.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alex Peterson | Alexander Ervin 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 Alexander 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®
NoneEducation
Eastern Michigan University
Bachelor of Business Administration - Cum Laude - Management
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464RIA
CRD#: 104555
CHARLESTON, SC
Current
December 14, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 75 Port City Landing Suite 410, Mount Pleasant, SC 29464BD
CRD#: 7784
Mount Pleasant, SC
Past
December 18, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MOUNT PLEASANT, SC
Past
October 15, 2019 - November 19, 2020
EDWARD JONES
BD
CRD#: 250
SUMMERVILLE, SC
Past
October 14, 2019 - November 19, 2020
EDWARD JONES
RIA
CRD#: 250
SUMMERVILLE, SC
Past
October 2, 2018 - October 29, 2019
FISHER INVESTMENTS
RIA
CRD#: 107342
CAMAS, WA
Past
April 17, 2013 - November 7, 2017
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
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(5/30/2024)
RR
Connecticut(1/27/2023)
RR
Delaware(8/12/2025)
RR
Florida(5/19/2023)
RR
Georgia(8/30/2023)
RR
Illinois(5/9/2024)
RR
Iowa(5/3/2024)
RR
Maine(8/12/2025)
RR
Massachusetts(1/3/2025)
RR
Michigan(1/22/2024)
RR
Minnesota(5/19/2023)
RR
New Jersey(6/4/2025)
RR
New York(7/21/2023)
RR
North Carolina(6/21/2021)
RR
Pennsylvania(8/12/2025)
RR
South Carolina(12/14/2020)
IAR
South Carolina(3/31/2025)
RR
Tennessee(3/21/2025)
RR
Texas(2/9/2024)
IAR
Texas(3/31/2025)
RR
Vermont(8/24/2023)
RR
Virginia(6/17/2021)
RR
Washington(11/14/2022)
Exams
State Security Law Exam
State Security Law 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)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
Financial ConsultantCRD#: 104555Charleston, SCTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
