Best Investors Account Sign in

Caleb Clint Knudsen

Strategic Advisers LLC

Salt Lake City, UT

Stansbury Park, UT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Stansbury Park, UT • 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 Salt Lake City UT 08/2023 Present
Amazon West Valley UT 06/2023 08/2023
Church Of Jesus Christ Of Latter-Day Saints Stockholm 06/2021 06/2023
Green Acers Lawn Care Tooele UT 04/2018 06/2021
Stansbury High School Stansbury UT 08/2017 05/2021
Clarke N. Johnson Junior High Tooele UT 08/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-01
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • 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

View on SEC IAPD

Other Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.
RAYMOND JAMES & ASSOCIATES, INC.
D.A. DAVIDSON & CO.
STRATOS WEALTH PARTNERS, LTD
LPL FINANCIAL LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

More in Salt Lake City, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor