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Andrew R Perry

Strategic Advisers LLC

Tinley Park, IL

Orland Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tinley Park, IL • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 11/2017 08/2021
The Home Depot Chicago IL 07/2015 11/2017
Bank Of America N.A. Rolling Meadows IL 01/2020 08/2021
Fidelity Investments Orland Hills IL 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 08/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 07/2015 → 11/2017
    The Home Depot
    Chicago, IL
  • 01/2020 → 08/2021
    Bank Of America N.A.
    Rolling Meadows, IL
  • 08/2021 → Present
    Fidelity Investments
    Orland Hills, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-15
  • S66 Uniform Combined State Law Examination
    2018-02-15
Other Names
  • Andrew Perry
  • Andrew Robert Perry
  • Andrew R Perry

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