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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

ALEXANDER PETERSON

Advisor at STRATEGIC ADVISERS LLC

MOUNT PLEASANT, SC | CHARLESTON, SC

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Search this name across graphsid dfx:ria:0484b303-d3bf-2797-2939-ede6017a88cc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Apr 25, 2013
First registration: Oct 2, 2018
Dual registered: yes, broker-dealer
Other names: Alex Peterson|ALEXANDER PETERSON|Alexander Ervin Peterson
IAPD individual key: 6173481

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CHARLESTON, SC\|MOUNT PLEASANT, SC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 18, 2020	Mar 31, 2025	no	MOUNT PLEASANT, SC	Previous registration
EDWARD JONES	National bd RIA	Oct 14, 2019	Nov 19, 2020	no	BRIGHTON, MI\|ST LOUIS, MO\|Summerville, SC\|SUMMERVILLE, SC	Previous registration
FISHER INVESTMENTS	Independent wealth	Oct 2, 2018	Oct 29, 2019	no	PLANO, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
EDWARD JONES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Nov 19, 2020	Dec 18, 2020	29	Firm change	Ibd to ibd
FISHER INVESTMENTS	EDWARD JONES	Oct 29, 2019	Oct 14, 2019	-15	Firm change	RIA to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 18, 2020 to Mar 31, 2025factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Oct 14, 2019 to Nov 19, 2020factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Oct 2, 2018 to Oct 29, 2019factForm ADV

Dated events

No dated event names this entity yet.