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Anthony D Perkins

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • United States

San Diego, CA • 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
Td Ameritrade San Diego CA 05/2013 08/2021
Fisher Investments Calsbad CA 08/2021 04/2022
Fidelity Investments San Diego CA 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 08/2021
    Td Ameritrade
    San Diego, CA
  • 08/2021 → 04/2022
    Fisher Investments
    Calsbad, CA
  • 04/2022 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2021-08-20 → 2022-04-10
    Fisher Investments
    Carlsbad, CA
    Plano, TX
  • 2013-06-06 → 2021-08-20
    Td Ameritrade, Inc.
    Chesterfield, MO
    San Diego, CA
  • 2013-06-06 → 2021-08-20
    Td Ameritrade Investment Management, Llc
    Chesterfiled, MO
    San Diego, CA
  • 2012-10-11 → 2013-05-15
    Pnc Wealth Management Llc
    St. Louis, MO
  • 2010-02-01 → 2012-03-23
    Pnc Wealth Management Llc
    Town And Country, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-29
  • S66 Uniform Combined State Law Examination
    2010-01-29
Other Names
  • Anthony D Perkins
  • Anthony Perkins
  • Anthony Despard Perkins

View on SEC IAPD

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Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi
James Grandinetti
RYAN MAUL
JAMES T FARLEY
ASHLEY LYNN TESTER
Megan Polizzi

Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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