Todd Peters | Boston, MA Financial Advisor | Adviser Investments
Todd Peters
Partner, Senior Wealth Advisor
617.321.2200 Schedule a Meeting

Todd Peters

Partner, Senior Wealth Advisor

Background Experience

Todd is a partner and senior wealth advisor. He also serves as a liaison between the research and account management teams. Todd joined Adviser Investments when the firm acquired Kobren Insight Management (KIM) in 2011. He got his start in the financial services industry in 1982. Prior to joining KIM in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation. He has been honored twice in Boston magazine as a Five Star Wealth Manager. Todd holds a B.A. in finance from the University of Toledo as well as the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the Boston Security Analysts Society (BSAS).


Five Star Wealth Manager (2012, 2013)



The Best Financial Advice I Ever Received

Early in my career, I worked for Fidelity Investments and was there on October 19, 1987 when the stock market fell over 22% in one day. Nearly everyone was traumatized. But I heard this comment from former Fidelity Magellan Fund manager Peter Lynch:

“The real key to making money in stocks is not to get scared out of them.”

And I realized he was right. Keeping a level temperament is so important to investment success.

Call: 617-321-2200

85 Wells Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Security Analysis
Portfolio Construction
Risk Management
Data Analysis and Statistics
Economic Analysis
Behavioral Economics
Environmental, Social, Governance

For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.