Morgan Stanley
47yrs
Top advisor by experience in Colorado
New
Caleb Ray
Financial advisor at Strategic Advisers
Caleb Ray is a fiduciary financial advisor in Greenwood Village, Colorado, registered since Mar 2026. Caleb joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office6501 S Fiddlers Green Circle Suite 300 - 600, Greenwood Village, CO 80111
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 ?1 state
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
- May 2026 – nowStrategic Advisers LLCCurrent firm
Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Caleb
How do I contact Caleb?
Call Strategic Advisers at 617-563-7000 and ask for Caleb Ray. Caleb works from the Greenwood Village, CO office.
How long has Caleb been a financial advisor?
Caleb is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Caleb 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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