Ariel Baez
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- Charles Schwab & Co., Inc.Jun 2020 to Jul 2022
- Charles Schwab Bank, SsbJun 2020 to Jul 2022
- Bank of America, N.A.Feb 2019 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Jun 2020
- CitibankSep 2016 to Oct 2017
- Baruch CollegeAug 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7047627
- Firm CRD
- 104555