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William Baker

Strategic Advisers LLC

Covington, KY

Lutz, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-16
TX RA APPROVED 2026-04-08
  • FL RA
    APPROVED
    Since 2026-07-16
  • TX RA
    APPROVED
    Since 2026-04-08

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Lutz, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bath And Body Works Cincinnati OH 01/2023 01/2024
Amazon Air Hebron KY 04/2023 12/2023
Oak Hills High School Cincinnati OH 08/2013 12/2017
Clubmma Cincinnati OH 01/2018 11/2022
Nasm Villa Hills KY 11/2022 01/2023
Fresh Thyme Markets Newport KY 02/2024 04/2024
Fidelity Investments Covington KY 08/2024 Present
Western And Southern Cincinnati OH 12/2023 07/2024
  • 01/2023 → 01/2024
    Bath And Body Works
    Cincinnati, OH
  • 04/2023 → 12/2023
    Amazon Air
    Hebron, KY
  • 08/2013 → 12/2017
    Oak Hills High School
    Cincinnati, OH
  • 01/2018 → 11/2022
    Clubmma
    Cincinnati, OH
  • 11/2022 → 01/2023
    Nasm
    Villa Hills, KY
  • 02/2024 → 04/2024
    Fresh Thyme Markets
    Newport, KY
  • 08/2024 → Present
    Fidelity Investments
    Covington, KY
  • 12/2023 → 07/2024
    Western And Southern
    Cincinnati, OH
Other Businesses

OBA-122177|OrgNmn:Fortunato MMA & Fitness |Org Addr:Ludlow ,Kentucky,US|OBA Nature:Personal Training |Invst Rel:N|Title:Owner |Duties:Facilitate people through workouts |StrtDt:|TotHrs/mon:24|TrdHrs/mon:12|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-06
S63 Uniform Securities Agent State Law Examination 2024-12-27
  • S66 Uniform Combined State Law Examination
    2026-04-06
  • S63 Uniform Securities Agent State Law Examination
    2024-12-27

View on SEC IAPD

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EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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