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Martin Baird

Strategic Advisers LLC

Lehi, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-24
UT RA APPROVED 2025-09-23
  • TX RA
    APPROVED_RES
    Since 2025-09-24
  • UT RA
    APPROVED
    Since 2025-09-23

Branch Locations

Lehi, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Midvale UT 10/2014 07/2016
Fidelity Brokerage Services, Llc Salt Lake City UT 07/2016 Present
  • 10/2014 → 07/2016
    Ameriprise Financial Services Inc
    Midvale, UT
  • 07/2016 → Present
    Fidelity Brokerage Services, Llc
    Salt Lake City, UT
Previous Registrations
Other Businesses

OBA-14326|OrgNmn:Martin Baird DBA|Org Addr:Lehi Utah,Utah,US|OBA Nature:Publishing of fictional storie|Invst Rel:N|Title:Author|Duties:I will be submitting my fictional writings for commercial publication once approval is obtained.|StrtDt:02-18-19|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Martin H Baird
  • Martin Harley Baird

View on SEC IAPD

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