Hailey Baldwin
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- ChubbJul 2025 to Oct 2025
- University of Colorado BoulderDec 2024 to Jul 2025
- Evans Senior InvestmentsAug 2024 to Dec 2024
- Janus Henderson InvestorsJun 2024 to Aug 2024
- University of Colorado BoulderDec 2022 to Jun 2024
- Insomnia CookiesNov 2022 to Dec 2022
- University of Colorado BoulderAug 2021 to Nov 2022
- Hannford Bros IncJun 2021 to Aug 2021
- Saratoga Springs School DistrictOct 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7942530
- Firm CRD
- 104555