Perry Meyers, financial advisor Highland Park IL
93 score

Perry Meyers

CRD Number: 4531432
Current Firm: Strategic Advisers, Inc.

Perry Meyers (CRD# 4531432) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Highland Park, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Highland Park, IL Mar 2015 - Current 1
Lincoln Financial Advisors Chicago, IL Nov 2012 - Mar 2015 2
William Blair & Company Chicago, IL May 2011 - Nov 2012 1
Anti-defamation League Chicago, IL Mar 2010 - Nov 2012 2
Chase Investment Services Corp Chicago, IL Mar 2010 - Apr 2011 1
E*trade Securities LLC Chcago, IL Aug 2009 - Mar 2010 < 1
Lincoln Financial Advisors Chicago, IL Apr 2004 - Aug 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination May 2004
Contact Info for Perry S. Meyers
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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