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Alma A Calimlim

Strategic Advisers LLC

Barrington, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Barrington, RI • 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
Amica Life Lincoln RI 10/2017 08/2018
Randstad Atlanta GA 08/2018 12/2018
American Income Life Waco TX 04/2017 09/2017
American Red Cross Providence RI 04/2016 04/2019
Fidelity Brokerage Services Llc Providence RI 04/2019 Present
Healthcare Solutions Team Lombard IL 02/2019 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-04
  • S66 Uniform Combined State Law Examination
    2019-09-04
Other Names
  • Alma Andres Calimlim

View on SEC IAPD

Other Firms

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GLOBAL RETIREMENT PARTNERS LLC
INCOME ASSOCIATES
J.P. MORGAN SECURITIES LLC
HALL CAPITAL MANAGEMENT COMPANY, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EFFICIENT CAPITAL STRATEGIES, LLC
EDWARD JONES

Other Investors

WILLIAM JOHN HORN
timothy andrew vieth
KURT HIRUM JAMIEL
JOHN DOMENIC ALESSANDRO
Daniel Raymond Rose
JOHN PAUL TEIXEIRA
STEPHEN MICHAEL CLAIR
Shelbee T Finnegan

Other Offices

LPL FINANCIAL LLC · BARRINGTON, RI
GLOBAL RETIREMENT PARTNERS LLC · Barrington, RI
INCOME ASSOCIATES · BARRINGTON, RI
LPL FINANCIAL LLC · BARRINGTON, RI
J.P. MORGAN SECURITIES LLC · Barrington, RI
HALL CAPITAL MANAGEMENT COMPANY, INC. · BARRINGTON, RI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BARRINGTON, RI
EFFICIENT CAPITAL STRATEGIES, LLC · BARRINGTON, RI

More in Barrington, RI

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