SC
Sean R. Calrow
STRATEGIC ADVISERS LLC
PHOENIX, AZ
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CRD#: 5093760
SC
Professional summary
Sean R. Calrow, who also goes by Sean Rustom Calrow, Sean Calrow, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Phoenix, Arizona and FIDELITY BROKERAGE SERVICES LLC located in Chandler, Arizona.
Sean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Sean has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sean Rustom Calrow | Sean Calrow
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sean R. Calrow's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PHOENIX, AZ
Current
October 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
CHANDLER, AZ
Past
November 3, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
Past
May 26, 2020 - August 17, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Phoenix, AZ
Past
May 23, 2020 - August 17, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Phoenix, AZ
Past
January 8, 2018 - May 24, 2020
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
SAN ANTONIO, TX
Past
April 2, 2013 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
PHOENIX, AZ
Past
September 26, 2012 - April 5, 2013
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
PHOENIX, AZ
Past
September 14, 2011 - May 24, 2020
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
PHOENIX, AZ
Past
November 4, 2010 - August 26, 2011
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
PRESCOTT VALLEY, AZ
Past
August 3, 2009 - March 26, 2010
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
November 12, 2008 - May 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PRESCOTT VALLEY, AZ
Past
August 13, 2008 - May 20, 2009
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PRESCOTT VALLEY, AZ
Past
February 19, 2007 - September 12, 2007
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PRESCOTT VALLEY, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/22/2021)
RR
Alaska(10/22/2021)
RR
Arizona(10/26/2021)
IAR
Arizona(3/31/2025)
RR
Arkansas(10/22/2021)
RR
California(10/22/2021)
RR
Colorado(10/22/2021)
RR
Connecticut(10/22/2021)
RR
Delaware(10/22/2021)
RR
District of Columbia(10/22/2021)
RR
Florida(10/22/2021)
RR
Georgia(10/22/2021)
RR
Hawaii(10/22/2021)
RR
Idaho(10/22/2021)
RR
Illinois(10/22/2021)
RR
Indiana(10/22/2021)
RR
Iowa(10/22/2021)
RR
Kansas(10/22/2021)
RR
Kentucky(10/22/2021)
RR
Louisiana(10/22/2021)
RR
Maine(10/22/2021)
RR
Maryland(10/22/2021)
RR
Massachusetts(10/22/2021)
RR
Michigan(10/22/2021)
RR
Minnesota(10/22/2021)
RR
Mississippi(10/22/2021)
RR
Missouri(10/22/2021)
RR
Montana(10/22/2021)
RR
Nebraska(10/22/2021)
RR
Nevada(10/22/2021)
RR
New Hampshire(10/22/2021)
RR
New Jersey(10/22/2021)
RR
New Mexico(10/22/2021)
RR
New York(10/22/2021)
RR
North Carolina(10/22/2021)
RR
North Dakota(10/22/2021)
RR
Ohio(10/22/2021)
RR
Oklahoma(10/22/2021)
RR
Oregon(10/22/2021)
RR
Pennsylvania(10/22/2021)
RR
Puerto Rico(10/22/2021)
RR
Rhode Island(10/22/2021)
RR
South Carolina(10/22/2021)
RR
South Dakota(10/22/2021)
RR
Tennessee(10/22/2021)
RR
Texas(10/22/2021)
IAR
Texas(3/31/2025)
RR
Utah(10/22/2021)
RR
Vermont(10/22/2021)
RR
Virginia(10/22/2021)
RR
Washington(10/22/2021)
RR
West Virginia(10/22/2021)
RR
Wisconsin(10/22/2021)
RR
Wyoming(10/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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.
