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Michael P. Callan

Strategic Advisers LLC

Denver, CO

Greenwood Village, CO

CRD 7361947

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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 Investments American Fork UT 03/2021 Present
Unemployed Pleasant Grove UT 12/2020 03/2021
Provo Riverblades Hockey Llc Provo UT 06/2020 12/2020
Unemployed Pittsburgh PA 03/2020 06/2020
Chatham University Pittsburgh PA 06/2016 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → Present
    Fidelity Investments
    American Fork, UT
  • 12/2020 → 03/2021
    Unemployed
    Pleasant Grove, UT
  • 06/2020 → 12/2020
    Provo Riverblades Hockey Llc
    Provo, UT
  • 03/2020 → 06/2020
    Unemployed
    Pittsburgh, PA
  • 06/2016 → 03/2020
    Chatham University
    Pittsburgh, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Other Businesses

OBA-125091|OrgNmn:Promenade at Lowry|Org Addr:Denver,Colorado,US|OBA Nature:Homeowners association for the|Invst Rel:N|Title:HOA Board Member for Promenade at|Duties:Serve on the board for HOA. Assist with Treasurer duties. Potentially be involved in transactions of primarily fixed income for the reserve ac|StrtDt:02-06-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-15
S63 Uniform Securities Agent State Law Examination 2021-07-16
  • S66 Uniform Combined State Law Examination
    2022-06-15
  • S63 Uniform Securities Agent State Law Examination
    2021-07-16
Other Names
  • Michael Patrick Callan
  • Michael Callan

View on SEC IAPD

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