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Caleb Riley Newton

Strategic Advisers LLC

Salt Lake City, UT

Murray, 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 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    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

Murray, 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
Western States Lodging Taylorsville UT 05/2019 08/2022
Fidelity Investments American Fork UT 09/2022 Present
Bennion Jr. High School Taylorsville UT 08/2016 06/2019
Taylorsville High School Taylorsville UT 08/2019 05/2022
Salt Lake Community College Taylorsville UT 08/2021 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 08/2022
    Western States Lodging
    Taylorsville, UT
  • 09/2022 → Present
    Fidelity Investments
    American Fork, UT
  • 08/2016 → 06/2019
    Bennion Jr. High School
    Taylorsville, UT
  • 08/2019 → 05/2022
    Taylorsville High School
    Taylorsville, UT
  • 08/2021 → 05/2022
    Salt Lake Community College
    Taylorsville, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2024-03-01
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Caleb Riley Newton
  • Caleb Newton

View on SEC IAPD

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RUN VENTURES · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
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UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
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