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Alan A Perez

Strategic Advisers LLC

Greenwood Village, CO

Aurora, CO

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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

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Aurora, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amazon Westminster CO 11/2021 04/2022
Factory Motor Parts Aurora CO 05/2022 08/2022
Guild Mortgage Company Fort Collins CO 11/2020 08/2022
United States Postal Service Aurora CO 12/2014 11/2020
Fidelity Investments Greenwood Village CO 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 04/2022
    Amazon
    Westminster, CO
  • 05/2022 → 08/2022
    Factory Motor Parts
    Aurora, CO
  • 11/2020 → 08/2022
    Guild Mortgage Company
    Fort Collins, CO
  • 12/2014 → 11/2020
    United States Postal Service
    Aurora, CO
  • 08/2022 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Aurora, CO
Other Businesses

OBA-131817|OrgNmn:Tasker on Task Rabbit|Org Addr:Aurora,Colorado,US|OBA Nature:perform labor tasks for client|Invst Rel:N|Title:Independent Contractor|Duties:Perform tasks for clients such as yardwork, cleaning, pressure washing|StrtDt:08-12-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
S63 Uniform Securities Agent State Law Examination 2023-03-14
  • S66 Uniform Combined State Law Examination
    2024-10-11
  • S63 Uniform Securities Agent State Law Examination
    2023-03-14
Other Names
  • Alan Arturo Perez
  • Alan Perez

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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