Caleb Daly

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

• 10/2020 → 03/2021
  Whole Foods Market
  Glastonbury, CT
• 05/2021 → 09/2022
  Bricco Trattoria
  Glastonbury, CT
• 09/2022 → 05/2023
  University Of Connecticut
  Storrs, CT
• 05/2023 → 08/2023
  Fidelity Investments
  Smithfield, RI
• 09/2023 → 01/2024
  Durant Physical Therapy
  Glastonbury, CT
• 01/2024 → Present
  Fidelity Investments
  Smithfield, RI
• 08/2015 → 05/2019
  East Catholic High School
  Manchester, CT
• 08/2019 → 05/2020
  Ursinus College
  Collegeville, PA
• 08/2020 → 12/2023
  University Of Connecticut
  Storrs, CT
• 11/2018 → 04/2019
  Jim's Pizza
  Windsor, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Glastonbury, CT
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2025-01-31
• S63 Uniform Securities Agent State Law Examination
  2024-04-23

Other Names

• Caleb William Daly
• Caleb Daly