Caleb Wilkerson

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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