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Bailey Vance Baker

Strategic Advisers LLC

American Fork, UT

Salt Lake City, UT

CRD 8035192

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-03-04
TX RA APPROVED 2026-03-03
  • UT RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2026-03-03

Branch Locations

American Fork, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Utah Valley University Orem UT 05/2020 08/2024
Fidelity Investments Salt Lake City UT 01/2025 Present
Ambia Solar Provo UT 05/2023 09/2023
Jimmy Johns Sandwiches Orem UT 07/2021 09/2021
Big Red Jelly Provo UT 02/2024 09/2024
Aldarra Golf Course Sammamish WA 08/2017 12/2017
Kona Ice Pleasant Grove UT 10/2024 01/2025
Ion Solar Provo UT 03/2022 05/2023
Texas Roadhouse Orem UT 05/2021 07/2021
Skyline Highschool Sammamish WA 09/2013 08/2018
Unemployed Sammamish WA 08/2018 05/2020
  • 05/2020 → 08/2024
    Utah Valley University
    Orem, UT
  • 01/2025 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 05/2023 → 09/2023
    Ambia Solar
    Provo, UT
  • 07/2021 → 09/2021
    Jimmy Johns Sandwiches
    Orem, UT
  • 02/2024 → 09/2024
    Big Red Jelly
    Provo, UT
  • 08/2017 → 12/2017
    Aldarra Golf Course
    Sammamish, WA
  • 10/2024 → 01/2025
    Kona Ice
    Pleasant Grove, UT
  • 03/2022 → 05/2023
    Ion Solar
    Provo, UT
  • 05/2021 → 07/2021
    Texas Roadhouse
    Orem, UT
  • 09/2013 → 08/2018
    Skyline Highschool
    Sammamish, WA
  • 08/2018 → 05/2020
    Unemployed
    Sammamish, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-02
S63 Uniform Securities Agent State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2026-03-02
  • S63 Uniform Securities Agent State Law Examination
    2025-05-07
Other Names
  • Bailey Baker

View on SEC IAPD

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