Calvin Sutton

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

• 03/2017 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL
• 07/2013 → 03/2017
  Rocky Patel Premium Cigars
  Bonita Springs, FL
• 01/2018 → 10/2019
  Ubs Financial Services Inc.
  Saint Petersburg, FL
• 06/2021 → Present
  Fidelity Investments
  Tampa, FL
• 11/2019 → 05/2021
  Unemployed
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
• 2019-01-31 → 2019-10-29
  Ubs Financial Services Inc.
  St. Petersburg, FL
• 2017-11-17 → 2019-01-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-11-15

Other Names

• Calvin Sutton
• Calvin Emanuel Sutton