Michael BakerCRD Number: 4459184
Current Firm: Strategic Advisers, Inc.
Michael Baker (CRD# 4459184) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Santa Monica, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Fidelity Investments||Webster, TX||Aug 2012 - Current||5|
|J.p. Morgan Securities Inc.||Palm Beach Gardens, FL||Jul 2005 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
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