Burton Caldwell
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2021 to now
- Rockstar LLCMay 2022 to Nov 2022
- Newday USAJan 2022 to Apr 2022
- Rockstar LLCMay 2021 to Aug 2021
- Rockstar LLCMay 2020 to Oct 2020
- Rockstar LLCMay 2019 to Aug 2019
- Rockstar LLCMay 2018 to Aug 2018
- The Pennsylvania State UniversityAug 2017 to Dec 2021
- Rockstar LLCJun 2017 to Aug 2017
- The Morgan SchoolSep 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7704347
- Firm CRD
- 104555