Adam Perkins

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2018
  Pure Hockey
  Dover, NH
• 09/2018 → 07/2019
  Fidelity Investments
  Merrimack, NH
• 07/2019 → 01/2021
  Enterprise Holdings
  Manchester, NH
• 01/2021 → 03/2021
  Air Engineers Service Experts
  Jacksonville, FL
• 03/2021 → 03/2021
  Buffalo Wild Wings
  St. Augustine, FL
• 05/2021 → 10/2021
  Brandon Thomas State Farm
  St. Augustine, FL
• 11/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 07/2014 → 05/2018
  University Of New Hampshire
  Durham, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-08-05

Other Names

• Adam Walter Perkins
• Adam Perkins