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Peter Englund

STRATEGIC ADVISERS
RIDGEFIELD, WA
·CRD# 6424245·11 years experience

Professional Summary

Peter Englund, who also goes by Peter Gregory Englund, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ridgefield, Washington and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington. Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Peter has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Peter Gregory Englund

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

11 years in the financial services industry

Current & Past Employments

STRATEGIC ADVISERS LLC·CRD# 104555
RIA
1. Ridgefield, WA2. 655 W Columbia Way Suite 404, Vancouver, WA 98660
March 31, 2025 - Present
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
655 W Columbia Way Suite 404, Vancouver, WA 98660
October 10, 2023 - Present
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Vancouver, WA
January 10, 2024 - March 31, 2025
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Helotes, TX
June 9, 2022 - June 20, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Helotes, TX
May 24, 2022 - June 20, 2023
CAPITAL CLIENT GROUP, INC.·CRD# 6247
RIA
San Antonio, TX
October 16, 2015 - November 16, 2017
CAPITAL CLIENT GROUP, INC.·CRD# 6247
BD
San Antonio, TX
October 16, 2015 - November 16, 2017
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Vancouver, WA
March 3, 2015 - August 26, 2015
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Vancouver, WA
February 2, 2015 - August 26, 2015

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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 - SEC (8/11/1977 Approved)

Contact Information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Phone Number

(617) 563-7000

# of Employees

17,112

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISERS LLC (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,973,512

AUM (Assets Under Management)

$1,370,125,325,211

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. NAME OF OTHER BUSINESS: UNITED STATES ARMY INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL ADDRESS; NATURE OF BUSINESS: MILITARY; START DATE: 04/2018; POSITION/TITLE/RELATIONSHIP: ARMY OFFICER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ACTIVE DUTY ARMY OFFICER, ON TERMINAL LEAVE UNTIL JUN 2022, NO RESPONSIBILITIES TO THE ARMY DURING TERMINAL LEAVE. 2. NAME OF OTHER BUSINESS: GREENWING WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: ADMIN; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: MANAGE RELATIONSHIPS WITH CLIENTS, OVERSEE DAY-TO-DAY OPERATIONS OF THE BUSINESS AND SCHEDULE APPOINTMENTS;

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(1/6/2024)
RR
Minnesota
(1/6/2024)
RR
Missouri
(6/9/2025)
RR
Montana
(6/9/2025)
RR
Nevada
(5/14/2026)
RR
New York
(4/7/2026)
RR
Oregon
(1/6/2024)
IAR
Oregon
(1/23/2026)
RR
South Carolina
(1/6/2024)
RR
Tennessee
(8/13/2026)
RR
Texas
(1/6/2024)
IAR
Texas
(3/31/2025)
RR
Washington
(11/28/2023)
IAR
Washington
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2023About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2015About the Series 7 exam
FINRA
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Peter Englund's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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