DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

ANDREW PERKINS

Advisor at STRATEGIC ADVISERS LLC

FORT MILL, SC | CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfc182df-960a-2080-6fba-0ab385e85334

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 25, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 25, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: May 25, 2016
First registration: Jul 25, 2016
Dual registered: yes, broker-dealer
Other names: ANDREW PERKINS|ANDREW RICHARD PERKINS
IAPD individual key: 6402414

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	CHARLOTTE, NC\|FORT MILL, SC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Sep 14, 2023	Mar 31, 2025	no	CHARLOTTE, NC	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Nov 30, 2017	Aug 14, 2023	no	Charlotte, NC\|ARLINGTON, VA\|CHARLOTTE, NC	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jul 25, 2016	Nov 22, 2017	no	SAINT LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 14, 2023	Sep 14, 2023	31	Firm change	RIA to ibd
SCOTTRADE INVESTMENT MANAGEMENT	E*TRADE CAPITAL MANAGEMENT, LLC	Nov 22, 2017	Nov 30, 2017	8	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
42159:288590:NC:2023-08-14	Aug 14, 2023	Sep 14, 2023	CHARLOTTE, NC	Firm change
169988:42159:MO:2017-11-14	Nov 22, 2017	Nov 30, 2017	SAINT LOUIS, MO	Firm change

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Sep 14, 2023 to Mar 31, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 30, 2017 to Aug 14, 2023factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jul 25, 2016 to Nov 22, 2017factForm ADV

Dated events

Occurred
Aug 14, 2023
Advisor changed firm
Andrew Perkins left E*Trade Capital Management, Llc for Fidelity Personal And Workplace Advisors (registered 2023-09-14)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfc182df-960a-2080-6fba-0ab385e85334
First observed: Jul 25, 2016
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ANDREW PERKINS

Advisor at STRATEGIC ADVISERS LLC

FORT MILL, SC | CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfc182df-960a-2080-6fba-0ab385e85334

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

STRATEGIC ADVISERS LLC

National bd RIA

Mar 31, 2025

n/a

yes

CHARLOTTE, NC|FORT MILL, SC

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Sep 14, 2023

Mar 31, 2025

CHARLOTTE, NC

Previous registration

E*TRADE CAPITAL MANAGEMENT, LLC

Former SEC adviser

Nov 30, 2017

Aug 14, 2023

Charlotte, NC|ARLINGTON, VA|CHARLOTTE, NC

Previous registration

SCOTTRADE INVESTMENT MANAGEMENT

Former SEC adviser

Jul 25, 2016

Nov 22, 2017

SAINT LOUIS, MO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

Mar 31, 2025

Bulk transfer

Ibd to ibd

E*TRADE CAPITAL MANAGEMENT, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Aug 14, 2023

Sep 14, 2023

Firm change

RIA to ibd

SCOTTRADE INVESTMENT MANAGEMENT

E*TRADE CAPITAL MANAGEMENT, LLC

Nov 22, 2017

Nov 30, 2017

Firm change

Other

Team

Left

Joined

From

Kind

42159:288590:NC:2023-08-14

Aug 14, 2023

Sep 14, 2023

CHARLOTTE, NC

Firm change

169988:42159:MO:2017-11-14

Nov 22, 2017

Nov 30, 2017

SAINT LOUIS, MO

Firm change