Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Irving, TX • 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
Tony Jeary International Consulting Firm Flower Mound TX 05/2021 08/2021
Unemployed Coppell TX 03/2014 05/2020
Coyote Ridge Country Club Carrolton TX 05/2020 08/2020
Full-Time Student College Station TX 08/2021 12/2021
Fidelity Investments Westlake TX 03/2024 Present
Texas A&M University Student Success Center College Station TX 12/2021 05/2022
Crowe Llp Dallas TX 08/2023 03/2024
Unemployed Coppell TX 05/2022 08/2023
Full-Time Student College Station TX 08/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2021
    Tony Jeary International Consulting Firm
    Flower Mound, TX
  • 03/2014 → 05/2020
    Unemployed
    Coppell, TX
  • 05/2020 → 08/2020
    Coyote Ridge Country Club
    Carrolton, TX
  • 08/2021 → 12/2021
    Full-Time Student
    College Station, TX
  • 03/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 12/2021 → 05/2022
    Texas A&M University Student Success Center
    College Station, TX
  • 08/2023 → 03/2024
    Crowe Llp
    Dallas, TX
  • 05/2022 → 08/2023
    Unemployed
    Coppell, TX
  • 08/2020 → 05/2021
    Full-Time Student
    College Station, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
    Addison, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2024-06-25
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2024-06-25
Other Names
  • Brian K Perkins
  • Brian Perkins

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Westlake, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor