Callie Shea White

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

• 09/2017 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 01/2017 → 09/2017
  Signpost
  Denver, CO
• 11/2015 → 12/2016
  Cornerstone Home Lending, Inc
  Fort Collins, CO
• 08/2012 → 12/2016
  Colorado State University
  Fort Collins, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-08-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Brea, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-29
• S63 Uniform Securities Agent State Law Examination
  2017-12-01

Other Names

• Callie Margaret Shea
• Callie M Shea
• Callie Margaret White