Callie A. Trujillo

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

• 08/2017 → Present
  Fidelity Brokerage Services Llc
  Westlake, TX
• 01/2017 → 05/2017
  Bevcap Management Llc
  Mckinney, TX
• 09/2016 → 08/2017
  Painting With A Twist
  Lewisville, TX
• 08/2016 → 10/2016
  Greater Denton Arts Council
  Denton, TX
• 02/2017 → 05/2017
  University Of North Texas
  Denton, TX
• 08/2013 → 05/2017
  University Of North Texas
  Denton, TX
• 08/2017 → 08/2017
  Abiding Grace Lutheran Church
  Southlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
  Naples, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-10-12
• S63 Uniform Securities Agent State Law Examination
  2017-10-04

Other Names

• Callie Ann Marie Stiewig
• Callie Stiewig
• Callie Ann Marie Trujillo