Khaleb Baker
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsJan 2026 to now
- EquitableJul 2025 to Sep 2025
- Central Washington UniversityApr 2025 to Dec 2025
- Massmutual Life Insurance Co.Jan 2025 to Apr 2025
- MML Investors Services, LLCJan 2025 to Apr 2025
- UnemployedNov 2024 to Jan 2025
- QfcJan 2024 to Nov 2024
- Central Washington UniversityJan 2023 to Jan 2024
- QfcNov 2022 to Dec 2022
- Leiren DesignsJun 2020 to Jan 2023
- Hurtigruten Cruise LineJan 2018 to Jun 2020
- University of OregonJan 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 8029516
- Firm CRD
- 104555