Dennis F. Call
Professional summary
Dennis Fredrick Call, who also goes by Dennis Fredrick Call, Dennis F Call, Dennis Fredrick Call Jr., Dennis Call Jr., Denny F Call Jr., Denny Call Jr., Denny Call, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Dennis has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Dennis Fredrick Call's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
October 12, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917November 2, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
July 27, 2020 - September 16, 2021
U.S. BANCORP INVESTMENTS, INC.
March 23, 2020 - September 16, 2021
U.S. BANCORP INVESTMENTS, INC.
July 31, 2019 - January 14, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
March 29, 2018 - June 4, 2019
GENEOS WEALTH MANAGEMENT, INC.
February 29, 2008 - February 22, 2018
STRATEGIC ADVISERS LLC
September 29, 2006 - February 21, 2018
FIDELITY BROKERAGE SERVICES LLC
July 28, 2006 - September 8, 2006
MORGAN STANLEY DW INC.
April 8, 2005 - December 16, 2005
HYBRIDTRADING, LLC
December 16, 1996 - June 8, 2004
AMERITRADE NORTHWEST, INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
