Ashley L Baka
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2024 to now
- UnemployedAug 2023 to Jan 2024
- Hightower AdvisorsJun 2023 to Aug 2023
- UnemployedAug 2022 to Jun 2023
- White Eagle Golf ClubMay 2022 to Jul 2022
- UnemployedJul 2021 to May 2022
- Eat the Frog Fitness South NapervilleJun 2021 to Jul 2021
- Avolve Fitness South NapervilleMay 2021 to Jul 2021
- UnemployedSep 2020 to May 2021
- White Eagle Golf ClubJun 2020 to Aug 2020
- UnemployedMar 2020 to Jun 2020
- Yogi's CafeMay 2019 to Aug 2019
- Wilderness FallsMay 2017 to Aug 2017
- All Saints Athletic AssociationAug 2016 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7782215
- Firm CRD
- 104555