Anthony D Perkins

CRD 5719625 · Fidelity Brokerage Services LLC · San Diego, CA

IA RegisteredBroker

Also appears in the source record as: Anthony Despard Perkins; Anthony Perkins

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (23): Alabama · Arizona · California · Colorado · Connecticut · Florida · Illinois · Kentucky · Massachusetts · Michigan · Missouri · Nevada · New Mexico · New York · North Carolina · North Dakota · Oregon · South Dakota · Texas · Utah · Virginia · Washington · Wisconsin
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (12)

From the source registration record · current first

Strategic Advisers LLCCurrent
San Diego, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BD capacity

Apr 27, 2022 → present
Fidelity Brokerage Services LLCCurrent
San Diego, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

May 5, 2022 → Mar 31, 2025
Fisher Investments
IA capacity

Aug 20, 2021 → Apr 10, 2022
Td Ameritrade, Inc.
BD capacity

Jun 6, 2013 → Aug 20, 2021
Td Ameritrade, Inc.
IA capacity

Jun 6, 2013 → Aug 20, 2021
Td Ameritrade Investment Management, LLC
IA capacity

Jun 6, 2013 → Aug 20, 2021
Pnc Investments
BD capacity

Oct 11, 2012 → May 15, 2013
Pnc Investments
IA capacity

Oct 11, 2012 → May 15, 2013
Pnc Investments
IA capacity

Feb 1, 2010 → Mar 23, 2012
Pnc Investments
BD capacity

Dec 17, 2009 → Mar 23, 2012

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5719625 ↗ FINRA BrokerCheck record for CRD 5719625 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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