Connor PerryCRD Number: 6329576
Current Firm: Strategic Advisers, Inc.
Connor Perry (CRD# 6329576) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.
Commonwealth Financial Network
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Fidelity Investments||Westlake, TX||Apr 2014 - Current||3|
|Fidelity Investments||Westlake, TX||Oct 2012 - Apr 2014||1|
|Td Auto Finance||Westlake, TX||May 2012 - Oct 2012||< 1|
|Canyon Foods LLC||Canyon Lake, TX||May 2011 - May 2012||1|
|Grapevine High School And Texas State Unversity||Grapevine/san Marcos, TX||Aug 2003 - May 2012||8|
|Texas State University-access Services||San Marcos, TX||Jun 2011 - Dec 2011||< 1|
|Los Cucos Mexican Cafe||San Marcos, TX||Jul 2009 - Jul 2010||1|
|Texas State University- Information Technolgies Services||San Marcos, TX||Aug 2009 - May 2010||< 1|
|Kwik Kar Wash Of Keller||Keller, TX||May 2007 - Aug 2009||2|
|Sharon Peters Real Estate Inc.||San Marcos, TX||Mar 2009 - Jul 2009||< 1|
|Hollister Company||Grapevine, TX||Mar 2007 - Jun 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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