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Burton Caldwell

Strategic Advisers LLC

Milford, CT

New Haven, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Milford, CT • United States

265 Church St One Century Tower, New Haven, CT 06510-7013 • 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 New Haven CT 02/2021 Present
Rockstar Llc Clinton CT 05/2022 11/2022
Newday Usa Fulton MD 01/2022 04/2022
Rockstar Llc Clinton CT 05/2021 08/2021
Rockstar Llc Clinton CT 05/2020 10/2020
Rockstar Llc Clinton CT 05/2019 08/2019
Rockstar Llc Clinton CT 05/2018 08/2018
The Pennsylvania State University State College CT 08/2017 12/2021
Rockstar Llc Clinton CT 06/2017 08/2017
The Morgan School Clinton CT 09/2013 06/2017
Rockstar Llc Clinton CT 06/2016 10/2016
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    New Haven, CT
  • 05/2022 → 11/2022
    Rockstar Llc
    Clinton, CT
  • 01/2022 → 04/2022
    Newday Usa
    Fulton, MD
  • 05/2021 → 08/2021
    Rockstar Llc
    Clinton, CT
  • 05/2020 → 10/2020
    Rockstar Llc
    Clinton, CT
  • 05/2019 → 08/2019
    Rockstar Llc
    Clinton, CT
  • 05/2018 → 08/2018
    Rockstar Llc
    Clinton, CT
  • 08/2017 → 12/2021
    The Pennsylvania State University
    State College, CT
  • 06/2017 → 08/2017
    Rockstar Llc
    Clinton, CT
  • 09/2013 → 06/2017
    The Morgan School
    Clinton, CT
  • 06/2016 → 10/2016
    Rockstar Llc
    Clinton, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
Other Businesses

OBA-98589|OrgNmn:Aqua|Org Addr:Clinton,Connecticu,US|OBA Nature:Restaurant |Invst Rel:N|Title:Employee|Duties:Working as a server and helping people enjoy their meals. |StrtDt:05-13-23|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
  • S66 Uniform Combined State Law Examination
    2023-06-22
Other Names
  • Burt John Caldwell
  • Burton John Caldwell

View on SEC IAPD

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