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Richard S. Perry

Strategic Advisers LLC

Medina, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-21
TX RA APPROVED 2025-10-21
  • OH RA
    APPROVED
    Since 2025-10-21
  • TX RA
    APPROVED
    Since 2025-10-21

Branch Locations

Medina, OH • 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
Charles Schwab & Co., Inc. Richfield OH 10/2013 12/2021
Fidelity Investments Cleveland OH 12/2021 Present
  • 10/2013 → 12/2021
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 12/2021 → Present
    Fidelity Investments
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-11
S63 Uniform Securities Agent State Law Examination 2014-03-08
  • S66 Uniform Combined State Law Examination
    2025-10-11
  • S63 Uniform Securities Agent State Law Examination
    2014-03-08
Other Names
  • Rich Perry
  • Richard Steven Perry
  • Richard Perry

View on SEC IAPD

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