Ty James Perry
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- The Old Spaghetti FactoryNov 2021 to Jan 2022
- Fat Jack's Burger EmporiumJul 2021 to Sep 2021
- Inland Technology Inc.Nov 2020 to Apr 2021
- Aubrey and Associates RealtyJun 2020 to Mar 2022
- The Melting PotNov 2019 to Apr 2020
- Vivint SmarthomeMay 2019 to Sep 2019
- UnemployedAug 2018 to May 2019
- Specialized ManufacturingNov 2017 to Aug 2018
- UnemployedJan 2012 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7526572
- Firm CRD
- 104555