Ariel Baez

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 06/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 09/2016 → 10/2017
  Citibank
  North Babylon, NY
• 08/2010 → 09/2016
  At&T
  Massapequa, NY
• 08/2012 → 12/2018
  Baruch College
  New York City, NY
• 02/2019 → 06/2020
  Bank Of America, N.A.
  Melville, NY
• 06/2020 → 07/2022
  Charles Schwab & Co., Inc.
  Garden City, NY
• 06/2020 → 07/2022
  Charles Schwab Bank, Ssb
  Garden City, NY
• 07/2022 → Present
  Fidelity Investments
  Lake Grove, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Lake Grove, NY
• 2020-08-04 → 2022-08-02
  Charles Schwab & Co., Inc.
  Garden City, NY
  Lake Grove, NY
• 2019-03-08 → 2020-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
  New York, NY

Other Businesses

OBA-110879|OrgNmn:Baez Acquistions LLC |Org Addr:Copiague ,New York,US|OBA Nature:holding company that transacts|Invst Rel:Y|Title:Member |Duties:provide capital for the execution of real estate transactions |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2019-03-07

Designations

• Certified Financial Planner