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Nathan Calloway

Strategic Advisers LLC

Ridgefield, WA

Vancouver, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-08-29
TX RA APPROVED_RES 2025-03-31
  • WA RA
    APPROVED
    Since 2025-08-29
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Ridgefield, WA • United States

655 W Columbia Way Suite 404, Vancouver, WA 98660-3613 • 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Scottsdale AZ 09/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → Present
    Fidelity Brokerage Services
    Scottsdale, AZ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Phoenix, AZ
    Scottsdale, AZ
  • 2011-11-08 → 2018-07-13
    Strategic Advisers Llc
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-18
S63 Uniform Securities Agent State Law Examination 2004-02-13
  • S66 Uniform Combined State Law Examination
    2011-10-18
  • S63 Uniform Securities Agent State Law Examination
    2004-02-13
Other Names
  • Nathan R Calloway

View on SEC IAPD

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