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Caleb Winslow

Strategic Advisers LLC

Purcell, OK

CRD 6907320

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Purcell, OK • 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 Brokerage Services Llc Merrimack NH 01/2018 Present
Fidelity Investments Merrimack NH 02/2016 01/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2016 → 01/2018
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-97759|OrgNmn:RealOK Home LLC|Org Addr:Purcell,Oklahoma,US|OBA Nature:Real estate investing|Invst Rel:Y|Title:owner|Duties:buying/selling/renting|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-121634|OrgNmn:Home Flip LLC|Org Addr:Chickasha,Oklahoma,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Owner|Duties:Supervise|StrtDt:11-01-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
S63 Uniform Securities Agent State Law Examination 2018-03-12
  • S66 Uniform Combined State Law Examination
    2018-06-14
  • S63 Uniform Securities Agent State Law Examination
    2018-03-12
Other Names
  • Caleb Ryan Winslow
  • Caleb Winslow

View on SEC IAPD

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