Caleb Goodman

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Murray, UT • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Salt Lake City	UT	06/2022	Present
Clearlink	Salt Lake City	UT	03/2015	01/2022
Unemployed	Salt Lake City	UT	01/2022	06/2022
Fidelity Investments	Boston	MA	03/2025	Present

06/2022 → Present

Fidelity Investments

Salt Lake City, UT
03/2015 → 01/2022

Clearlink

Salt Lake City, UT
01/2022 → 06/2022

Unemployed

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-11-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-03

S66 Uniform Combined State Law Examination

2022-11-03

Other Names

Caleb Joseph Goodman
Caleb Goodman

View on SEC IAPD