Strategic Advisers
35yrs
Top advisor by experience in Rancho Cucamonga
17yrs
Peter Boulos
Financial advisor at Strategic Advisers
Peter Boulos has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Rancho Cucamonga, California. Peter has been with Strategic Advisers since 2025; before that, Peter spent seven years at Fidelity Personal and Workplace Advisors and a year at Chase Investment Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 94 advisors with offices in Rancho Cucamonga, and one of 91 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?Top 21% by experience at Strategic Advisers
Office7310 Day Creek Blvd, Rancho Cucamonga, CA 91739
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2011 – 2018Strategic Advisers LLCPreviously
- Aug 2010 – Jul 2011Chase Investment Services Corp.Previously
- Feb 2010 – Jun 2010Edward JonesPreviously
Contact Peter
(617) 563-7000Firm headquarters in Boston, MA. Ask for Peter. 7310 Day Creek BlvdRancho Cucamonga, CA 91739Office · Get directions
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Peter
How do I contact Peter?
Call Strategic Advisers at (617) 563-7000 and ask for Peter Boulos. Peter works from the Rancho Cucamonga, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2010, about 17 years. Top 21% by experience at Strategic Advisers.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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