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Andrew Perkins

Strategic Advisers LLC

Charlotte, NC

Fort Mill, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
NC RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • NC RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31

Branch Locations

5335 Ballantyne Commons Pkwy Suite 100, Charlotte, NC 28277-0693 • United States

Fort Mill, SC • 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
Scottrade, Inc. Matthews NC 06/2016 11/2017
E*Trade Securities Llc Charlotte NC 11/2017 07/2023
E*Trade Capital Management Llc Charlotte NC 11/2017 07/2023
Fidelity Investments Charlotte NC 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 11/2017
    Scottrade, Inc.
    Matthews, NC
  • 11/2017 → 07/2023
    E*Trade Securities Llc
    Charlotte, NC
  • 11/2017 → 07/2023
    E*Trade Capital Management Llc
    Charlotte, NC
  • 08/2023 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Charlotte, NC
  • 2017-11-30 → 2023-08-14
    Harrisdirect Llc
    Charlotte, NC
    Arlington, VA
    Charlotte, NC
  • 2016-07-25 → 2017-11-22
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-25
  • S66 Uniform Combined State Law Examination
    2016-05-25
Other Names
  • Andrew Perkins
  • Andrew Richard Perkins

View on SEC IAPD

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ARKADIOS WEALTH ADVISORS · Charlotte, NC
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