Keith R. Baham
Investment adviser representative at Strategic Advisers LLC
20 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
20 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Encompass Investments, a Division of Verity Investments, Inc.Jan 2020 to Oct 2021
- Encompass More, a Division of Verity Asset ManagementJan 2020 to Oct 2021
- Appreciation FinancialNov 2019 to Oct 2021
- MML Investors ServicesJul 2018 to Jan 2020
- MassmutualMay 2018 to Jan 2020
- Securities America AdvisorsOct 2017 to Jun 2018
- Securities America Inc.Oct 2017 to Jun 2018
- UnemployedSep 2017 to Oct 2017
- Edward JonesAug 2017 to Aug 2017
- Succession LinkJul 2017 to Aug 2017
- Banker's LifeMay 2017 to Jul 2017
- UnemployedDec 2016 to May 2017
- Linsco Private Ledger/lpl FinancialJun 2006 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 4759308
- Firm CRD
- 104555