Garrett BakerCRD Number: 6150665
Current Firm: Strategic Advisers, Inc.
Garrett Baker (CRD# 6150665) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Berkeley, CA and has over 4 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Fidelity||Walnut Creek, CA||Jan 2013 - Current||4|
|Guidestone Financial Resources||Dallas, TX||Jan 2011 - Jan 2013||2|
|Dallas Baptist University||Dallas, TX||Jul 2009 - Jan 2011||1|
|Unemployed||Hughson, CA||Apr 2009 - Jul 2009||< 1|
|San Francisco Giants||San Francisco, CA||May 2007 - Apr 2009||1|
|La Fitness||Scottsdale, AZ||Nov 2008 - Feb 2009||< 1|
|Dallas Baptist University||Dallas, TX||Aug 2006 - May 2007||< 1|
|Dallas Baptist University||Dallas, TX||Jan 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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