Michael James Callaway

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Roanoke, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	07/2016	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → Present

Fidelity Brokerage Services Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-22 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX
2014-06-06 → 2016-06-07

Kestra Investment Services, Llc

Grapevine, TX
2016-04-18 → 2016-06-07

Kestra Advisory Services, Llc

Southlake, TX
2013-06-25 → 2014-01-21

Edward Jones

Ft Worth, TX

St Louis, MO

Roanoke, TX
2005-09-08 → 2009-11-02

Strategic Advisers Llc

Lewisville, TX

Westlake, TX

Other Businesses

OBA-12286|OrgNmn:Michael Callaway|Org Addr:Roanoke,Texas,US|OBA Nature:Fiction writing and political |Invst Rel:N|Title:Author|Duties:Writing and self marketing|StrtDt:04-22-19|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-06-22
S63	Uniform Securities Agent State Law Examination	2001-11-16

S66 Uniform Combined State Law Examination

2013-06-22
S63 Uniform Securities Agent State Law Examination

2001-11-16

Designations

Other Names

Michael J Callaway
Michael James Callaway
Michael J. Callaway

View on SEC IAPD

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