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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Littleton, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
OrganizationCityStateFromTo
Pruco Securities Llc Englewood CO 06/2015 10/2018
The Platte River Bar & Grill Littleton CO 05/2015 03/2017
Fidelity Brokerage Services Llc Greenwood Village CO 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 10/2018
    Englewood, CO
  • 05/2015 → 03/2017
    The Platte River Bar & Grill
    Littleton, CO
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2016-08-22 → 2018-11-19
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-16
S63 Uniform Securities Agent State Law Examination 2015-08-03
  • S65 Uniform Investment Adviser Law Examination
    2016-08-16
  • S63 Uniform Securities Agent State Law Examination
    2015-08-03
Designations
Other Names
  • Glenn Andrew Perry
  • Glenn Andrew Perry

View on SEC IAPD

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