Caleb Manuel
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCAug 2026 to now
- Fidelity InvestmentsJul 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2025 to Jul 2026
- Fidelity InvestmentsJul 2023 to Aug 2025
- Recreational EquipmentMay 2022 to Jul 2022
- MyplanadvocateApr 2022 to Jul 2023
- Ski N SeeJun 2021 to Mar 2022
- University of UtahJan 2019 to May 2022
- Olympic CollegeAug 2018 to Mar 2020
- Cottonwood High SchoolJan 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7789294
- Firm CRD
- 104555