Tami Jane Baum
Investment adviser representative at Strategic Advisers LLC
25 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
25 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- Larry H Miller HondaJun 2021 to Dec 2021
- Young Living Essential Oils, LcMay 2020 to Jun 2021
- Amazon Fulfillment CenterApr 2020 to Apr 2020
- Young Living Essential Oils, LcNov 2019 to Feb 2020
- ZiplocalAug 2019 to Oct 2019
- Doug Smith SubaruMay 2016 to May 2019
- Mountain Land RealtyJun 2015 to Nov 2016
- Tami Baum PhotographySep 2001 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7499181
- Firm CRD
- 104555