Caleb Clint Knudsen

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

• 08/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 06/2023 → 08/2023
  Amazon
  West Valley, UT
• 06/2021 → 06/2023
  Church Of Jesus Christ Of Latter-Day Saints
  Stockholm
• 04/2018 → 06/2021
  Green Acers Lawn Care
  Tooele, UT
• 08/2017 → 05/2021
  Stansbury High School
  Stansbury, UT
• 08/2015 → 05/2017
  Clarke N. Johnson Junior High
  Tooele, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  South Jordan, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-08-01
• S63 Uniform Securities Agent State Law Examination
  2023-11-21

Other Names

• Caleb Clint Knudsen
• Caleb Knudsen