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Callie Shea White

Strategic Advisers LLC

Newport Beach, CA

Orange, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1600 Newport Center Dr Ste 100, Newport Beach, CA 92660-6208 • United States

Orange, CA • 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
Fidelity Brokerage Services Llc Greenwood Village CO 09/2017 Present
Signpost Denver CO 01/2017 09/2017
Cornerstone Home Lending, Inc Fort Collins CO 11/2015 12/2016
Colorado State University Fort Collins CO 08/2012 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-29
S63 Uniform Securities Agent State Law Examination 2017-12-01
  • 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

View on SEC IAPD

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Other Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA
RESEARCH AFFILIATES · NEWPORT BEACH, CA
PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Newport Beach, CA

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