Salvatore A. Calio

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

• 12/2015 → 12/2017
  Smuggler Jacks
  Massapequa, NY
• 01/2019 → 12/2019
  Town Of Oyster Bay Housing Authority
  Hicksville, NY
• 01/2018 → 12/2018
  Suny Cortland
  Cortland, NY
• 08/2020 → 07/2021
  Brickhouse Brewery
  Patchauge, NY
• 12/2020 → 06/2021
  Woodhull Capital Advisors
  Bohemia, NY
• 01/2020 → 07/2020
  Suny Cortland
  Cortland, NY
• 07/2021 → Present
  Fidelity Investments
  Garden City, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-11-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Garden City, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09

Designations

• Certified Financial Planner

Other Names

• Salvatore A Calio
• Salvatore Antonio Calio