Calvin J. Celentano

STRATEGIC ADVISERS LLC | Financial Consultant

CARMEL, CA

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CRD#: 5968556

Professional summary

Calvin J Celentano, CFA, CFP®, who also goes by Calvin Jeffrey Celentano, Cj Celentano, Calvin Celentano, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Carmel, California and FIDELITY BROKERAGE SERVICES LLC located in Campbell, California.

Calvin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Calvin has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 9 exams.

Biography

As a CERTIFIED FINANCIAL PLANNER™ and a CFA® CHARTERHOLDER, I partner with select Fidelity families to bring clarity to their financial goals and objectives. I guide my clients through Fidelity's 5 Pillars of Wealth Management to bring discipline and direction to their overall financial plan. My clients appreciate the ability to make more informed and educated financial decisions with their wealth.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Planning

Insurance Planning

Employee and Employer Plan Ben...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Calvin Jeffrey Celentano | Cj Celentano | Calvin Celentano

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin J Celentano's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2018

Education

Northern Arizona University

Bachelor of Economics - International Economics

2011

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600

RIA

CRD#: 104555

CARMEL, CA

Current

November 13, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 851 East Hamilton Ave., Ste 100, Campbell, CA 95008

CRD#: 7784

CAMPBELL, CA

Past

November 18, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SAN DIEGO, CA

Past

February 7, 2019 - November 7, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

SAN DIEGO, CA

Past

February 7, 2019 - November 7, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

San Diego, CA

Past

February 7, 2019 - November 7, 2019

TD AMERITRADE, INC.

CRD#: 7870

SAN DIEGO, CA

Past

June 20, 2018 - December 26, 2018

EPSTEIN AND WHITE FINANCIAL LLC

RIA

CRD#: 281230

SAN DIEGO, CA

Past

October 18, 2012 - January 4, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

LOS GATOS, CA

Past

October 2, 2012 - January 3, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SUNNYVALE, CA

Past

February 21, 2012 - October 8, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN JOSE, CA

Past

December 9, 2011 - October 8, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN JOSE, CA

Past

August 22, 2011 - October 19, 2011

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

SAN JOSE, CA

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".

STRATEGIC ADVISERS LLC

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.

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

Arizona
(11/13/2019)

California
(11/13/2019)

IAR

California
(3/31/2025)

Colorado
(12/9/2020)

Florida
(4/7/2020)

Hawaii
(1/31/2023)

Illinois
(4/7/2020)

Nevada
(11/13/2019)

New York
(4/7/2020)

Oklahoma
(3/4/2022)

Oregon
(11/13/2019)

Pennsylvania
(4/7/2020)

South Carolina
(7/21/2023)

Texas
(4/7/2020)

IAR

Texas
(3/31/2025)

Utah
(9/29/2023)

Vermont
(4/21/2022)

Washington
(9/18/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/26/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/2011

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 8/8/2014

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Calvin J. Celentano

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Calvin J Celentano's CRS (Customer Relationship Summary).

Certified licenses

Education

Northern Arizona University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

EPSTEIN AND WHITE FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2012

Series 63

Date: 8/26/2011

SIE

Date: 1/3/2018

Series 7

Date: 1/24/2012

Series 6

Date: 8/19/2011

Series 9

Date: 8/8/2014

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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