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Kaleb Thomas

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Salt Lake City, UT • 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
Axa Equitable, Llc Salt Lake City UT 09/2019 06/2020
Axa Advisors, Llc New York NY 09/2019 06/2020
Performance Audio Salt Lake City UT 04/2016 08/2018
Veterans First Mortgage Salt Lake City UT 08/2017 08/2019
Equitable Salt Lake City UT 09/2019 01/2021
Equitable Advisors, Llc New York NY 09/2019 01/2021
Fidelity Investments Salt Lake City UT 01/2021 Present
University Of Utah Salt Lake City UT 08/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 06/2020
    Axa Equitable, Llc
    Salt Lake City, UT
  • 09/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 04/2016 → 08/2018
    Performance Audio
    Salt Lake City, UT
  • 08/2017 → 08/2019
    Veterans First Mortgage
    Salt Lake City, UT
  • 09/2019 → 01/2021
    Equitable
    Salt Lake City, UT
  • 09/2019 → 01/2021
    Equitable Advisors, Llc
    New York, NY
  • 01/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2016 → 05/2020
    University Of Utah
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-12-12 → 2021-01-20
    Equitable Advisors, Llc
    Cottonwood Heights, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-03
  • S66 Uniform Combined State Law Examination
    2019-12-03
Other Names
  • Kaleb Stewart Thomas
  • Kaleb Thomas

View on SEC IAPD

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TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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