DAVID L. PERRY is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-08-18 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2019-11-25 | 2021-07-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-11-12 | — |
| STRATEGIC ADVISERS LLC | 2017-01-04 | 2018-07-13 | — |