Best Investors Account Sign in

Caleb Dorman

Strategic Advisers LLC

Virginia Beach, VA

Williamsburg, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-04-09
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-04-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States

Williamsburg, VA • 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
Southeastern Baptist Theological Seminary Wake Forest NC 01/2018 11/2021
Chick Fil A Wake Forest NC 09/2014 01/2018
Fidelity Investments Raleigh NC 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 11/2021
    Southeastern Baptist Theological Seminary
    Wake Forest, NC
  • 09/2014 → 01/2018
    Chick Fil A
    Wake Forest, NC
  • 11/2021 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-23
S63 Uniform Securities Agent State Law Examination 2022-03-25
  • S66 Uniform Combined State Law Examination
    2022-06-23
  • S63 Uniform Securities Agent State Law Examination
    2022-03-25
Other Names
  • Caleb Elijah Dorman
  • Caleb Dorman

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL SECURITY ADVISORY INC
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX
Jonathan Asher Woods
CONNOR ALEXANDER PARKER
GEORGE GARDES MACDONALD
JEREMY WAYNE INGRAM
Connor Van Harris

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor