Caleb Nathaniel Loftin
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJun 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Tcc VerizonAug 2023 to Jan 2026
- Sherwood Midwest DivisionNov 2021 to Aug 2023
- Guitar CenterNov 2019 to Nov 2021
- DominosMar 2019 to Nov 2019
- Happy's PizzaSep 2018 to Mar 2019
- Gold Star ChiliSep 2017 to Sep 2018
- Larosas PizzaJul 2017 to Sep 2017
- Gold Star ChiliMar 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 8215553
- Firm CRD
- 104555