Pamela Calhoun

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2005 → 03/2018
  Scottrade, Inc.
  Peachtree, GA
• 04/2018 → 04/2021
  Regions Bank
  Newnan, GA
• 04/2018 → 04/2021
  Cetera Investment Advisers Llc
  Newnan, GA
• 04/2018 → 04/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 04/2021 → Present
  Fidelity Investments
  Atlanta, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Senoia, GA
• 2018-04-10 → 2021-02-08
  Cetera Investment Advisers Llc
  Newnan, GA
• 2017-04-19 → 2018-03-09
  Scottrade Investment Management
  Saint Louis, MO
• 2005-01-04 → 2005-07-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Peachtree City, GA
• 2003-12-04 → 2004-08-16
  Charles Schwab & Co., Inc.
  Peachtree City, GA

Exams

• S66 Uniform Combined State Law Examination
  2017-04-12
• S63 Uniform Securities Agent State Law Examination
  2001-02-23

Other Names

• Pamela Michelle Wenhold
• Pamela Michelle Buchanan
• Pamela Michelle Calhoun