Dalton Cleveland

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-30
TX	RA	APPROVED	2025-10-27

FL RA
APPROVED

Since 2025-10-30
TX RA
APPROVED

Since 2025-10-27

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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

Organization	City	State	From	To
Scott Toth	Naples	FL	02/2021	12/2023
Fidelity Investments	Jacksonville	FL	06/2025	Present
Unemployed	Naples	FL	12/2024	06/2025
Gulf Coast High School	Naples	FL	05/2015	02/2021
Tallahasee Community College	Tallahassee	FL	05/2022	12/2022
Limestone University	Gaffney	SC	01/2020	01/2021
Warner University	Lake Wales	FL	01/2021	05/2022
Florida Gulf Coast University	Estero	FL	01/2023	12/2024

02/2021 → 12/2023

Scott Toth

Naples, FL
06/2025 → Present

Fidelity Investments

Jacksonville, FL
12/2024 → 06/2025

Unemployed

Naples, FL
05/2015 → 02/2021

Gulf Coast High School

Naples, FL
05/2022 → 12/2022

Tallahasee Community College

Tallahassee, FL
01/2020 → 01/2021

Limestone University

Gaffney, SC
01/2021 → 05/2022

Warner University

Lake Wales, FL
01/2023 → 12/2024

Florida Gulf Coast University

Estero, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-10

S66 Uniform Combined State Law Examination

2025-10-10

Other Names

Dalton Cleveland
Dalton Joseph Cleveland

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor