Rashaka Sadat Caldwell
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- Caribou FinanialNov 2023 to Jan 2024
- Northwestern Mutual Investment Services LLCApr 2023 to Nov 2023
- Northwestern Mutual Life Insurance CompanyApr 2023 to Nov 2023
- UnemployedFeb 2023 to Apr 2023
- Caribou FinancialSep 2019 to Jan 2023
- Itx CompaniesSep 2018 to Aug 2019
- UnemployedJun 2018 to Aug 2018
- Alltran HealthJun 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (DC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5818129
- Firm CRD
- 104555