Caleb Brown

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → 10/2022
  White Orange Productions
  High Point, NC
• 01/2019 → 12/2019
  Spuntech Industries
  Roxboro, NC
• 10/2013 → 12/2019
  Person County Recreation And Arts Department
  Roxboro, NC
• 06/2017 → 08/2017
  Duke University School Of Law Video Services
  Durham, NC
• 11/2022 → 12/2022
  Self-Employed
  High Point, NC
• 12/2022 → Present
  Fidelity Investments
  Durham, NC
• 08/2016 → 05/2018
  Piedmont Community College
  Roxboro, NC
• 01/2019 → 12/2019
  Durham Technical Community College
  Durham, NC
• 04/2020 → 05/2020
  Alamance Community College
  Graham, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2023-08-07
• S63 Uniform Securities Agent State Law Examination
  2023-04-05

Other Names

• Caleb Andrew Brown
• Caleb Brown