Andrew Robert Perry
Investment adviser representative at Foundations Investment Advisors LLC
15 yearsExperience
2 statesRegistered in
$10.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Foundations Investment Advisors, LLCApr 2023 to now
- Alpha 1 Tax and WealthApr 2023 to now
- Edgerock Wealth ManagementSep 2021 to Apr 2023
- Minnesota Life Insurance CoAug 2020 to Sep 2021
- Securian Financial Services IncAug 2020 to Sep 2021
- Strategic Financial PartnersAug 2020 to Sep 2020
- Personal Capital Advisors CorporationMar 2019 to Aug 2020
- LPL Financial LLCFeb 2018 to Mar 2019
- DenaliDec 2011 to Feb 2019
- Invest Financial CorporationDec 2011 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, SC).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6010440
- Firm CRD
- 175083