Callie A. Trujillo
STRATEGIC ADVISERS LLC | Financial Consultant, Branches
GRAND PRAIRIE, TX
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CRD#: 6849666
Professional summary
Callie A. Trujillo, who also goes by Callie Ann Marie Stiewig, Callie Stiewig, Callie Ann Marie Trujillo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Grand Prairie, Texas and FIDELITY BROKERAGE SERVICES LLC located in Irving, Texas.
Callie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Callie has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant, my commitment is to understanding your needs to help come alongside you in the development of your financial plan. I seek to develop strategies with clients that positively impact their future goals so that they can spend more time celebrating life's important moments.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Callie Ann Marie Stiewig | Callie Stiewig | Callie Ann Marie Trujillo
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.
OAA#: 60337 | Org Name:Callie Stiewig | Org Addr:Justin, TX, US | Nature of Bus:I am self employed, making and selling art | Invst Rel:N | Title:painter | Duties:painting | Start Dt:05/07/2019 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Callie A. Trujillo'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®
NoneEducation
University of North Texas
Bachelor of Business Administration - Marketing and Economics
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403RIA
CRD#: 104555
GRAND PRAIRIE, TX
Current
January 10, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6731 N Macarthur Blvd Ste 100, Irving, TX 75039BD
CRD#: 7784
Irving, TX
Past
October 17, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NAPLES, FL
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(1/12/2021)
RR
Arizona(9/30/2020)
RR
Arkansas(2/15/2018)
RR
California(9/30/2020)
RR
Colorado(9/30/2020)
RR
Connecticut(1/12/2021)
RR
Delaware(1/12/2021)
RR
Florida(9/30/2020)
IAR
Florida(3/31/2025)
RR
Georgia(1/12/2021)
RR
Idaho(9/30/2020)
RR
Illinois(9/30/2020)
RR
Indiana(11/9/2020)
RR
Iowa(9/30/2020)
RR
Kansas(9/30/2020)
RR
Louisiana(2/15/2018)
RR
Maryland(2/2/2023)
RR
Massachusetts(3/16/2023)
RR
Michigan(9/30/2020)
RR
Minnesota(9/30/2020)
RR
Missouri(9/30/2020)
RR
Nebraska(9/30/2020)
RR
Nevada(9/30/2020)
RR
New Hampshire(5/19/2023)
RR
New Jersey(3/20/2023)
RR
New Mexico(2/15/2018)
RR
New York(3/25/2023)
RR
North Carolina(9/30/2020)
RR
North Dakota(9/30/2020)
RR
Ohio(3/25/2023)
RR
Oklahoma(2/15/2018)
RR
Oregon(11/9/2020)
RR
Pennsylvania(9/30/2020)
RR
South Carolina(1/12/2021)
RR
South Dakota(9/30/2020)
RR
Tennessee(9/30/2020)
RR
Texas(1/10/2018)
IAR
Texas(3/31/2025)
RR
Utah(11/9/2020)
RR
Virginia(9/30/2020)
RR
Washington(9/30/2020)
RR
Wisconsin(9/30/2020)
Exams
State Security Law Exam
State Security Law 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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.
Company Information
STRATEGIC ADVISERS LLC
Financial Consultant, BranchesCRD#: 104555Grand Prairie, TXTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
