Caleb M Craig

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 09/2020 → 02/2021
  Pruco Securities, Llc
  Tampa, FL
• 02/2020 → 07/2020
  Bankers Life And Casualty Company
  Tampa, FL
• 03/2019 → 02/2020
  Gt Precision Manufacturing Inc
  Tampa, FL
• 02/2019 → 03/2019
  The Reserves Network, Inc.
  Oldsmar, FL
• 03/2018 → 12/2018
  Revival Ministries International
  Tampa, FL
• 08/2018 → 12/2018
  Kelly Services Usa, Llc / Pall Aerospace
  New Port Richey, FL
• 02/2016 → 05/2017
  Westmor Industries
  Brewer, ME
• 06/2017 → 02/2018
  Unemployed
  Glenburn, ME
• 01/2022 → 10/2022
  Pruco Securities, Llc
  Tampa, FL
• 03/2021 → 05/2022
  Vivint
  Tampa, FL
• 11/2022 → 12/2022
  Unemployed
  Tampa, FL
• 06/2022 → 10/2022
  The Prudential Insurance Company Of America
  Tampa, FL
• 01/2023 → 06/2024
  Jp Morgan Securities, Llc
  Clearwater, FL
• 01/2023 → 06/2024
  Jp Morgan Chase Bank, N.A.
  Clearwater, FL
• 01/2019 → 01/2019
  Unemployed
  Tampa, FL
• 08/2020 → 08/2020
  Unemployed
  Tampa, FL
• 06/2024 → 05/2025
  Unemployed
  Tampa, FL
• 05/2025 → Present
  Lpl Enterprise
  Tampa, FL
• 02/2026 → Present
  Fisher Investments
  Tampa, FL

Previous Registrations

• 2025-05-28 → 2025-12-24
  Lpl Enterprise, Llc
  Tampa, FL
• 2023-02-03 → 2024-07-11
  J.P. Morgan Securities Llc
  Tampa, FL
  Clearwater, FL
• 2022-06-09 → 2022-10-11
  Pruco Securities, Llc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-06-04

Other Names

• Caleb Craig
• Caleb Michael Craig
• Caleb M Craig