Raymond James & Associates
45yrs
Top advisor by experience in Vancouver
12yrs
Peter Englund
Financial advisor at Strategic Advisers
Peter Englund has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Vancouver, Washington. Peter has been with Strategic Advisers since 2025; before that, Peter spent a year at Fidelity Personal and Workplace Advisors and a year at Cetera Wealth 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 513 advisors with offices in Vancouver, and one of 489 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?More experience than 66% of advisors at Strategic Advisers
Office655 W Columbia Way Suite 404, Vancouver, WA 98660
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 ?1 state
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
- Jan 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2022 – Jun 2023Cetera Wealth Services, LLCPreviously
- 2015 – 2017Capital Client Group, Inc.Previously
- Mar 2015 – Aug 2015Ameriprise Financial Services, LLCPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Strategic Advisers at (617) 563-7000 and ask for Peter Englund. Peter works from the Vancouver, WA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2015, about 12 years. More experience than 66% of advisors 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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