Calvin Orr

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

• 06/2021 → 12/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 07/2019 → 05/2021
  Beyond 12
  Oakland, CA
• 08/2017 → 05/2019
  Georgia State University
  Atlanta, GA
• 06/2019 → 06/2019
  Unemployed
  Atlanta, GA
• 07/2015 → 07/2017
  Eastern Michigan University
  Ypsilanti, MI
• 08/2017 → 05/2019
  Georgia State University
  Atlanta, GA
• 09/2019 → 01/2023
  Stoex Llc.
  Atlanta, GA
• 01/2015 → 05/2017
  Eastern Michigan University
  Ypsilanti, MI
• 01/2023 → 12/2023
  Morgan Stanley
  Alpharetta, GA
• 12/2023 → 08/2024
  Morgan Stanley
  Alpharetta, GA
• 09/2024 → Present
  Fidelity Investments
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-31
• S63 Uniform Securities Agent State Law Examination
  2021-10-08

Other Names

• Calvin Orr Ii
• Calvin Orr