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Caleb Wilkerson

Strategic Advisers LLC

St. Louis, MO

Chesterfield, MO

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

Chesterfield, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Chesterfield MO 06/2016 12/2016
Mml Investors Services Chesterfield MO 08/2016 12/2016
Fidelity Brokerage Services Llc St Louis MO 12/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 12/2016
    Mass Mutual Life Insurance Company
    Chesterfield, MO
  • 08/2016 → 12/2016
    Mml Investors Services
    Chesterfield, MO
  • 12/2016 → Present
    Fidelity Brokerage Services Llc
    St Louis, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
Other Businesses

OBA-60352|OrgNmn:Caleb Wilkerson|Org Addr:Saint Loui,Missouri,US|OBA Nature:Buy/Sell sports cards; primari|Invst Rel:N|Title:Sole Proprietor|Duties:Minimal - ocassional buy/sell, mostly online, all outsdie of business hours |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-14
S63 Uniform Securities Agent State Law Examination 2017-04-10
  • S66 Uniform Combined State Law Examination
    2018-09-14
  • S63 Uniform Securities Agent State Law Examination
    2017-04-10
Other Names
  • Caleb Wilkerson
  • Caleb Jeffrey Wilkerson

View on SEC IAPD

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