Braeden Lloyd Baller
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Braeden Lloyd Baller? 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
11 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJun 2025 to now
- Enterprise MobilityMay 2024 to Jun 2025
- The Tutoring CenterMay 2022 to May 2024
- Texas WesleyanJan 2022 to May 2025
- UnemployedMay 2021 to May 2022
- Bearfoot LifeguardMay 2019 to May 2021
- Liberty ChristianAug 2017 to May 2021
- UnemployedJun 2015 to May 2019
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 (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
- 8115525
- Firm CRD
- 104555