Caleb Santos

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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

Organization	City	State	From	To
Fidelity Investments	Scottsdale	AZ	05/2023	Present
Poweritems	Ewa Beach	HI	06/2018	07/2022
Grand Canyon University	Phoenix	AZ	08/2019	04/2023
Mililani High School	Mililani	HI	08/2015	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

05/2023 → Present

Fidelity Investments

Scottsdale, AZ
06/2018 → 07/2022

Poweritems

Ewa Beach, HI
08/2019 → 04/2023

Grand Canyon University

Phoenix, AZ
08/2015 → 05/2019

Mililani High School

Mililani, HI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Scottsdale, AZ

Other Businesses

OBA-115806|OrgNmn:Freelance Graphic Design|Org Addr:scottsdale,Arizona,US|OBA Nature:Graphic design related to spor|Invst Rel:N|Title:Freelance Graphic Designer|Duties:Create graphics for sports culture events and relevant sports current events|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-04

S66 Uniform Combined State Law Examination

2023-08-04

Other Names

Caleb Kamalani Santos

View on SEC IAPD

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