DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Dane Perrault

Lnwindependent RIASeattle, WaIA-onlyIAPD 5724313

Certified Financial Planner

Feed of 09/14/2026

Also filed as Dane R Perrault

At current firm

0 y

since Sep 10, 2026

In the industry

16 y

since Nov 20, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Managerreportedlnwadvisors.comfirm site, Sep 15, 2026
Years, as the firm states: 15reportedlnwadvisors.com“Dane brings more than 15 years of experience in financial services and wealth management.”
Professional profile: lnwadvisors.com/bio/dane-perraultreportedlnwadvisors.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Lnw independent RIA current
since Sep 10, 2026 · Seattle, Wa
Strategic Advisers LLC national BD
Mar 31, 2025 to Aug 18, 2026 · Seattle, Wa
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Mar 31, 2025 · Boston, Ma
Strategic Advisers LLC national BD
Jan 5, 2012 to Jul 13, 2018 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Strategic Advisers LLC to Lnw
left Aug 18, 2026, registered Sep 10, 2026 (23 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Dane Perrault left Strategic Advisers Llc for Lnw (registered 2026-09-10)
Aug 18, 2026 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address