Callie
Trujillo
Strategic Advisers LLC
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About this Advisor
Callie Trujillo is a financial advisor based in Naples, Florida, working with Strategic Advisers LLC. Callie has previously worked at Fidelity Brokerage Services LLC, Bevcap Management LLC, Painting With A Twist, Greater Denton Arts Council, Avaya, University Of North Texas, Abiding Grace Lutheran Church, and Fidelity Investments. Callie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Callie is part of Strategic Advisers LLC, which operates in Naples, Florida. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages $1.1 trillion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Callie Trujillo Work History
Fidelity Investments
Fidelity Brokerage Services LLC
Bevcap Management LLC
University Of North Texas
Abiding Grace Lutheran Church
Painting With A Twist
Greater Denton Arts Council
Avaya
University Of North Texas
Disclosures
Please visit the SEC profile of Callie Trujillo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
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