Nancy Morales Calara

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

• 02/2019 → 10/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 11/2018 → 01/2019
  Unemployed
  Elgin, IL
• 05/2017 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 11/2010 → 03/2017
  T-Mobile Usa
  Des Plaines, IL
• 10/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Elgin, IL
  Jacksonville, FL
  Boston, MA
• 2020-01-17 → 2021-10-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-12-12

Other Names

• Nancy Morales
• Nancy Morales Sanchez