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Thomas Perrin

Strategic Advisers LLC

Ft. Lauderdale, FL

Fort Lauderdale, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Fort Lauderdale, FL • 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
Fidelity Investments Durham NC 02/2023 Present
Sc Johnson Professional Charlotte NC 11/2021 12/2022
Audi Charlotte Matthews NC 07/2022 10/2022
Aptive Environmental Wilmington NC 01/2020 06/2022
Shark Bar Wrightsville Beach NC 10/2020 01/2021
Carolina Ale House Wilmington NC 01/2020 03/2020
Empire Eats Catering Raleigh NC 08/2018 01/2019
Carolina Ale House Raleigh NC 09/2017 01/2018
Wild Wing Cafe Raleigh NC 02/2017 06/2017
Wake Technical Community College Raleigh NC 08/2016 06/2019
University Of North Carolina Wilmington Wilmington NC 08/2019 06/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity Investments
    Durham, NC
  • 11/2021 → 12/2022
    Sc Johnson Professional
    Charlotte, NC
  • 07/2022 → 10/2022
    Audi Charlotte
    Matthews, NC
  • 01/2020 → 06/2022
    Aptive Environmental
    Wilmington, NC
  • 10/2020 → 01/2021
    Shark Bar
    Wrightsville Beach, NC
  • 01/2020 → 03/2020
    Carolina Ale House
    Wilmington, NC
  • 08/2018 → 01/2019
    Empire Eats Catering
    Raleigh, NC
  • 09/2017 → 01/2018
    Carolina Ale House
    Raleigh, NC
  • 02/2017 → 06/2017
    Wild Wing Cafe
    Raleigh, NC
  • 08/2016 → 06/2019
    Wake Technical Community College
    Raleigh, NC
  • 08/2019 → 06/2020
    University Of North Carolina Wilmington
    Wilmington, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Lauderdale, FL
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-11
S63 Uniform Securities Agent State Law Examination 2023-10-26
  • S66 Uniform Combined State Law Examination
    2024-12-11
  • S63 Uniform Securities Agent State Law Examination
    2023-10-26
Other Names
  • Thomas Theodore Perrin
  • Thomas Perrin

View on SEC IAPD

Other Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FINANCIAL PLANNING SERVICES, INC.

Other Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM
MATTHEW DAVID OSBORN
Danny Young
RINALDO DIAZ-FLORES
Konstantin Chrenow
Dorota J Gilbert

Other Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL
FIRST CITIZENS INVESTOR SERVICES, INC. · Ft Lauderdale, FL
J.P. MORGAN SECURITIES LLC · POMPANO BEACH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Lauderdale, FL

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