Khaleb Baker

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

• 01/2024 → 11/2024
  Qfc
  Seattle, WA
• 11/2024 → 01/2025
  Unemployed
  Seattle, WA
• 06/2020 → 01/2023
  Leiren Designs
  Seattle, WA
• 01/2025 → 04/2025
  Mml Investors Services, Llc
  Seatlle, WA
• 01/2018 → 06/2020
  Hurtigruten Cruise Line
  Seattle, WA
• 11/2022 → 12/2022
  Qfc
  Seattle, WA
• 07/2025 → 09/2025
  Equitable
  Bellevue, WA
• 04/2025 → 12/2025
  Central Washington University
  Seattle, WA
• 01/2025 → 04/2025
  Massmutual Life Insurance Co.
  Seattle, WA
• 01/2016 → 01/2018
  University Of Oregon
  Eugene, OR
• 01/2026 → Present
  Fidelity Investments
  Tukwila, WA
• 01/2023 → 01/2024
  Central Washington University
  Ellensburg, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08

Other Names

• Khaleb Baker
• Khaleb Mckenzie Richey Baker