Andrew Robert Perry

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Foundations Investment Advisors Llc

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-09-18
CO	RA	APPROVED	2023-04-28

SC RA
APPROVED

Since 2025-09-18
CO RA
APPROVED

Since 2023-04-28

Branch Locations

10 Patewood Dr Suite 100, Greenville, SC 29615 • United States

4725 S Monaco St Suite 110, Denver, CO 80237 • United States

4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Denali	Marietta	GA	12/2011	02/2019
Invest Financial Corporation	Tampa	FL	12/2011	02/2018
Lpl Financial Llc	Marietta	GA	02/2018	03/2019
Personal Capital Advisors Corporation	Atlanta	GA	03/2019	06/2019
Personal Capital Advisors Corporation	Denver	CO	06/2019	08/2020
Securian Financial Services Inc	St Paul	MN	08/2020	09/2021
Minnesota Life Insurance Co	St Paul	MN	08/2020	09/2021
Strategic Financial Partners	Colorado Springs	CO	08/2020	09/2020
Edgerock Wealth Management	Englewood	CO	09/2021	04/2023
Foundations Investment Advisors, Llc	Greenville	SC	04/2023	Present
Alpha 1 Tax And Wealth	Greenville	SC	04/2023	Present

12/2011 → 02/2019

Denali

Marietta, GA
12/2011 → 02/2018

Invest Financial Corporation

Tampa, FL
02/2018 → 03/2019

Lpl Financial Llc

Marietta, GA
03/2019 → 06/2019

Personal Capital Advisors Corporation

Atlanta, GA
06/2019 → 08/2020

Personal Capital Advisors Corporation

Denver, CO
08/2020 → 09/2021

Securian Financial Services Inc

St Paul, MN
08/2020 → 09/2021

Minnesota Life Insurance Co

St Paul, MN
08/2020 → 09/2020

Strategic Financial Partners

Colorado Springs, CO
09/2021 → 04/2023

Edgerock Wealth Management

Englewood, CO
04/2023 → Present

Foundations Investment Advisors, Llc

Greenville, SC
04/2023 → Present

Alpha 1 Tax And Wealth

Greenville, SC

Previous Registrations

2021-11-02 → 2023-04-14

Edgerock Wealth Management

Englewood, CO
2020-08-27 → 2021-10-13

Securian Financial Services, Inc.

Colorado Springs, CO
2019-03-20 → 2020-08-20

Personal Capital Advisors Corporation

Atlanta, GA

Denver, CO
2018-02-14 → 2019-03-29

Lpl Financial Llc

Woodstock, GA
2012-06-28 → 2018-02-20

Invest Financial Corporation

Marietta, GA

Social Cir, GA

Lexington, GA

Covington, GA

Appleton, WI

Other Businesses

1) ALPHA 1 TAX AND WEALTH; INVESTMENT RELATED; 10 PATEWOOD DRIVE, SUITE 100, GREENVILE, SC 29615; FIXED INSURANCE SALES/ANNUITIES; INSURANCE AGENT; START DATE: 04/2023;120 HRS/MONTHS DEVOTED TO OTHER BUSINESS; 120 HRS/MONTHS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; PROVIDES INSURANCE/ ANNUITIES OPTIONS TO CLIENTS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-06-22

S66 Uniform Combined State Law Examination

2012-06-22

View on SEC IAPD