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Mikayla J. Baird

Investment adviser representative at Strategic Advisers LLC
11 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

11 years in the industry.

  1. Strategic Advisers LLCApr 2026 to now
  2. Fidelity InvestmentsJan 2026 to now
  3. Brigham Young UniversityAug 2025 to Dec 2025
  4. Walker Covey Wealth AdvisorsAug 2024 to Sep 2025
  5. Clearstone AssociatesJul 2023 to Dec 2023
  6. WalmartJul 2023 to Aug 2023
  7. Brigham Young UniversityAug 2022 to Sep 2024
  8. UnemployedJun 2022 to Aug 2022
  9. Anoka-ramsey Community CollegeAug 2021 to May 2022
  10. SubwayAug 2020 to Jun 2022
  11. UnemployedDec 2015 to Aug 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

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
7981195
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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