Raymond James & Associates
43yrs
Top advisor by experience in Wesley Chapel
9yrs
Calvin Sutton
Financial advisor at Strategic Advisers
Calvin Sutton has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Wesley Chapel, Florida. Calvin has been with Strategic Advisers since 2025; before that, Calvin spent four years at Fidelity Personal and Workplace Advisors and a year at UBS Financial Services. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 118 advisors with offices in Wesley Chapel, and one of 111 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?More experience than 56% of advisors at Strategic Advisers
OfficeWesley Chapel, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Jan 2019 – Oct 2019UBS Financial Services Inc.Previously
- Nov 2017 – Jan 2019MerrillPreviously
Contact Calvin
(617) 563-7000Firm headquarters in Boston, MA. Ask for Calvin. Wesley Chapel, FLOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Calvin
Tailored to Calvin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Calvin
How do I contact Calvin?
Call Strategic Advisers at (617) 563-7000 and ask for Calvin Sutton. Calvin works from the Wesley Chapel, FL office.
How long has Calvin been a financial advisor?
Calvin has been in the industry since 2017, about 9 years. More experience than 56% of advisors at Strategic Advisers.
What licenses does Calvin hold?
Series 66. Tap any license on this page to see what it allows.
Is Calvin a fiduciary?
Calvin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Calvin paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Calvin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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