Mark BairdCRD Number: 5905294
Current Firm: Strategic Advisers, Inc.
Mark Baird (CRD# 5905294) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Mar 2011 - Current||7|
|1800contacts||Salt Lake City, UT||Jan 2011 - Mar 2011||< 1|
|Pal-tech, Inc.||Arlington, VA||Aug 2010 - Dec 2010||< 1|
|1800contacts||Salt Lake City, UT||Aug 2009 - Aug 2010||1|
|Student||Ogden, UT||Jul 2008 - Aug 2009||1|
|Costco Wholesale||West Bountiful, UT||Feb 2007 - Jul 2008||1|
|Million Air Slc||Salt Lake City, UT||Oct 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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, WY