Sean R. Calrow

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

• 08/2011 → 05/2020
  Usaa Financial Advisors, Inc
  Phoenix, AZ
• 03/2013 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → 09/2021
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-03 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2020-05-26 → 2021-08-17
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2013-04-02 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2012-09-26 → 2013-04-05
  Usaa Investment Services Company
  Phoenix, AZ
• 2008-11-12 → 2009-05-20
  Wells Fargo Clearing Services, Llc
  Prescott Valley, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-06
• S63 Uniform Securities Agent State Law Examination
  2007-03-09

Other Names

• Sean Rustom Calrow
• Sean Calrow