Callie Stone

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2020 → 05/2021
  Doordash
  Danville, CA
• 10/2024 → 07/2025
  Fidelity Investments
  Burlingame, CA
• 08/2024 → 10/2024
  Drots Pass 1 Llc: Shannon Drotar
  Danville, CA
• 08/2014 → 04/2020
  Unemployed
  Danville, CA
• 08/2022 → 08/2022
  Snag Delivery
  Santa Barbara, CA
• 09/2021 → 07/2022
  University Of California, Santa Barbara
  Santa Barbara, CA
• 08/2022 → 02/2023
  University Of California, Santa Barbara
  Santa Barbara, CA
• 02/2023 → 01/2024
  Backyard Bowls
  Santa Barbara, CA
• 01/2024 → 08/2024
  University Of California, Santa Barbara
  Santa Barbara, CA
• 05/2021 → 09/2021
  Plucked Chicken & Beer
  San Ramon, CA
• 07/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
• 04/2019 → 01/2020
  Community Presbyterian Church
  Danville, CA

Previous Registrations

• 2025-04-04 → 2025-07-17
  Strategic Advisers Llc
  Burlingame, CA
  Burlingame, CA
  Alamo, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-03-03

Other Names

• Callie Marie Stone
• Callie Stone