Thomas
Perrin
Strategic Advisers LLC
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About this Advisor
Thomas Perrin is a financial advisor based in Fort Lauderdale, Florida, working with Strategic Advisers LLC. Thomas has previously held positions at Fidelity Investments, Sc Johnson Professional, Audi Charlotte, Aptive Environmental, Shark Bar, Carolina Ale House, Empire Eats Catering, Wild Wing Cafe, Brier Creek Beer Garden, Wake Technical Community College, University Of North Carolina Wilmington, and Leesville Road High School. Thomas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Thomas is part of Strategic Advisers LLC, which operates out of Fort Lauderdale, Florida. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth individuals. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Perrin Work History
Fidelity Investments
Fidelity Investments
Audi Charlotte
Sc Johnson Professional
Aptive Environmental
Shark Bar
Carolina Ale House
University Of North Carolina Wilmington
Empire Eats Catering
Carolina Ale House
Wild Wing Cafe
Brier Creek Beer Garden
Wake Technical Community College
Leesville Road High School
Disclosures
Please visit the SEC profile of Thomas Perrin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
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