Connor Perry, financial advisor Westlake TX
88 score

Connor Perry

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Apr 2014 - Current 2
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
Contact Info for Connor A. Perry
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
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
88
Clean Record
This advisor has a clean track record with regulators.

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