Alma A Calimlim

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

• 10/2017 → 08/2018
  Amica Life
  Lincoln, RI
• 08/2018 → 12/2018
  Randstad
  Atlanta, GA
• 04/2017 → 09/2017
  American Income Life
  Waco, TX
• 04/2016 → 04/2019
  American Red Cross
  Providence, RI
• 04/2019 → Present
  Fidelity Brokerage Services Llc
  Providence, RI
• 02/2019 → 04/2019
  Healthcare Solutions Team
  Lombard, IL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-01-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Providence, RI

Exams

• S66 Uniform Combined State Law Examination
  2019-09-04

Other Names

• Alma Andres Calimlim