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Callahan Rafferty

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-08
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2026-06-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Philadelphia, PA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 06/2017 08/2021
Bank Of America, N.A. Rolling Meadows IL 06/2017 08/2021
First Command Financial Services Oak Brook IL 12/2016 01/2017
Phi Delta Theta Tuscaloosa AL 11/2015 11/2016
Unemployed Aurora IL 02/2017 05/2017
Fidelity Investments Chicago IL 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 06/2017 → 08/2021
    Bank Of America, N.A.
    Rolling Meadows, IL
  • 12/2016 → 01/2017
    First Command Financial Services
    Oak Brook, IL
  • 11/2015 → 11/2016
    Phi Delta Theta
    Tuscaloosa, AL
  • 02/2017 → 05/2017
    Unemployed
    Aurora, IL
  • 08/2021 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-20
  • S66 Uniform Combined State Law Examination
    2017-09-20
Other Names
  • Callahan Grant Rafferty
  • Callahan Rafferty
  • Cal Rafferty

View on SEC IAPD

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