PE
Peter G. Englund
STRATEGIC ADVISERS LLC
RIDGEFIELD, WA
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CRD#: 6424245
PE
Professional summary
Peter Gregory 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Gregory Englund
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.
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;
CRS (Client Relationship Summary) - RIA
Click below to view Peter Gregory Englund'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
RIDGEFIELD, WA
Current
October 10, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660BD
CRD#: 7784
VANCOUVER, WA
Past
January 10, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
VANCOUVER, WA
Past
June 9, 2022 - June 20, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
HELOTES, TX
Past
May 24, 2022 - June 20, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
HELOTES, TX
Past
October 16, 2015 - November 16, 2017
CAPITAL CLIENT GROUP, INC.
RIA
CRD#: 6247
SAN ANTONIO, TX
Past
October 16, 2015 - November 16, 2017
CAPITAL CLIENT GROUP, INC.
BD
CRD#: 6247
SAN ANTONIO, TX
Past
March 3, 2015 - August 26, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VANCOUVER, WA
Past
February 2, 2015 - August 26, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VANCOUVER, WA
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(1/6/2024)
RR
California(1/6/2024)
RR
Minnesota(1/6/2024)
RR
Missouri(6/9/2025)
RR
Montana(6/9/2025)
RR
New Jersey(8/6/2025)
RR
Oregon(1/6/2024)
RR
South Carolina(1/6/2024)
RR
Texas(1/6/2024)
IAR
Texas(3/31/2025)
RR
Washington(11/28/2023)
IAR
Washington(3/31/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral 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)Upgrade to AdvisorCheck 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
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.
