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Calvin Holt

Strategic Advisers LLC

Cleveland, OH

Westlake, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-06-04
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-06-04
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Cleveland, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
Fidelity Investments Durham NC 01/2023 Present
State Employees' Credit Union Raleigh NC 08/2021 01/2023
Unemployed - Surgery Recovery Raleigh NC 06/2021 07/2021
Top Golf Charlotte NC 05/2021 05/2021
Red Ventures Llc Fort Mill SC 01/2021 04/2021
Unemployed- College Charlotte NC 11/2020 12/2020
Encor Solar Llc Charlotte NC 09/2020 10/2020
Unemployed- College Charlotte NC 08/2020 08/2020
Pure Energy Llc Waco TX 06/2020 07/2020
Ciros Italian Restaurant Charlotte NC 08/2019 05/2020
Lmr Llc - Carolina Ale House Raleigh NC 04/2019 05/2019
Solucion Llc Raleigh NC 06/2019 07/2019
Unemployed - Study Abroad Barcelona 01/2019 03/2019
Lmr Llc - Carolina Ale House Charlotte NC 08/2017 12/2018
Lmr Llc- Carolina Ale House Raleigh NC 05/2017 07/2017
Macado's Restaurant Charlotte NC 09/2016 04/2017
University Of North Carolina At Charlotte Charlotte NC 08/2016 12/2020
University Autonoma - Barcelona Bareclona 01/2019 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Durham, NC
  • 08/2021 → 01/2023
    State Employees' Credit Union
    Raleigh, NC
  • 06/2021 → 07/2021
    Unemployed - Surgery Recovery
    Raleigh, NC
  • 05/2021 → 05/2021
    Top Golf
    Charlotte, NC
  • 01/2021 → 04/2021
    Red Ventures Llc
    Fort Mill, SC
  • 11/2020 → 12/2020
    Unemployed- College
    Charlotte, NC
  • 09/2020 → 10/2020
    Encor Solar Llc
    Charlotte, NC
  • 08/2020 → 08/2020
    Unemployed- College
    Charlotte, NC
  • 06/2020 → 07/2020
    Pure Energy Llc
    Waco, TX
  • 08/2019 → 05/2020
    Ciros Italian Restaurant
    Charlotte, NC
  • 04/2019 → 05/2019
    Lmr Llc - Carolina Ale House
    Raleigh, NC
  • 06/2019 → 07/2019
    Solucion Llc
    Raleigh, NC
  • 01/2019 → 03/2019
    Unemployed - Study Abroad
    Barcelona
  • 08/2017 → 12/2018
    Lmr Llc - Carolina Ale House
    Charlotte, NC
  • 05/2017 → 07/2017
    Lmr Llc- Carolina Ale House
    Raleigh, NC
  • 09/2016 → 04/2017
    Macado's Restaurant
    Charlotte, NC
  • 08/2016 → 12/2020
    University Of North Carolina At Charlotte
    Charlotte, NC
  • 01/2019 → 04/2019
    University Autonoma - Barcelona
    Bareclona
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-31
  • S66 Uniform Combined State Law Examination
    2023-05-31
Designations
Other Names
  • Calvin Robert Holt
  • Calvin Holt

View on SEC IAPD

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