Thomas Perrin
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Audi CharlotteJul 2022 to Oct 2022
- Sc Johnson ProfessionalNov 2021 to Dec 2022
- Shark BarOct 2020 to Jan 2021
- Aptive EnvironmentalJan 2020 to Jun 2022
- Carolina Ale HouseJan 2020 to Mar 2020
- University of North Carolina WilmingtonAug 2019 to Jun 2020
- Empire Eats CateringAug 2018 to Jan 2019
- Carolina Ale HouseSep 2017 to Jan 2018
- Wild Wing CafeFeb 2017 to Jun 2017
- Wake Technical Community CollegeAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
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
- 7697389
- Firm CRD
- 104555