Kyle Joseph Baker
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Kyle Joseph Baker? Claim your profile
Contact this firm
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 LLCApr 2025 to now
- Fidelity InvestmentsDec 2024 to now
- J.P. Morgan Securities LLCNov 2022 to Dec 2024
- JPMorgan Chase Bank, N.A.Nov 2022 to Dec 2024
- Goosehead InsuranceJun 2022 to Nov 2022
- Jared the Galleria of JewelrySep 2020 to May 2022
- UnemployedJul 2020 to Aug 2020
- Kay JewelersSep 2019 to Jun 2020
- AmazonJun 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Bounce Bounce Trampoline ParkFeb 2018 to Jul 2018
- UnemployedNov 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7663933
- Firm CRD
- 104555