Richard D Callahan

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

• 10/2007 → Present
  Fidelity Investments
  Boston, MA
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2007-11-16 → 2018-07-13
  Strategic Advisers Llc
  Merrimack, NH
• 2005-05-05 → 2006-12-31
  Kelmoore Investment Company, Inc.
  Palo Alto, CA
  Palo Alto, CA
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-05-28
• S63 Uniform Securities Agent State Law Examination
  1992-07-14

Other Names

• Richard Duggan Callahan