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Caleb Canfield

Strategic Advisers LLC

Roseville, CA

Roseville, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Roseville, CA • United States

1261 Roseville Parkway, Roseville, CA 95678-9998 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2022 03/2024
Self-Employed Phoenix AZ 01/2022 03/2022
Grand Canyon University Phoenix AZ 08/2019 12/2021
New Day Lincon NE 05/2020 09/2020
Pacific Advisors Phoenix AZ 06/2021 07/2021
Grand Canyon University Phoenix AZ 08/2020 09/2021
Self-Employed Lincoln NE 08/2014 08/2019
Fidelity Investments Roseville CA 11/2024 Present
The Vanguard Group, Inc. Scottsdale AZ 03/2024 10/2024
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 03/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2022 → 03/2022
    Self-Employed
    Phoenix, AZ
  • 08/2019 → 12/2021
    Grand Canyon University
    Phoenix, AZ
  • 05/2020 → 09/2020
    New Day
    Lincon, NE
  • 06/2021 → 07/2021
    Pacific Advisors
    Phoenix, AZ
  • 08/2020 → 09/2021
    Grand Canyon University
    Phoenix, AZ
  • 08/2014 → 08/2019
    Self-Employed
    Lincoln, NE
  • 11/2024 → Present
    Fidelity Investments
    Roseville, CA
  • 03/2024 → 10/2024
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Roseville, CA
    Roseville, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-07
S63 Uniform Securities Agent State Law Examination 2022-04-26
  • S66 Uniform Combined State Law Examination
    2024-09-07
  • S63 Uniform Securities Agent State Law Examination
    2022-04-26
Other Names
  • Caleb Canfield
  • Caleb Daniel Canfield

View on SEC IAPD

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