Mackenzie 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

• 05/2022 → 05/2022
  Peach Valley Cafe
  Lake Mary, FL
• 06/2023 → 08/2023
  Fidelity Investments
  Altmonte Springs, FL
• 08/2021 → 05/2025
  Florida State University
  Tallahassee, FL
• 05/2025 → 07/2025
  Unemployed
  Lake Mary, FL
• 07/2025 → Present
  Fidelity Investments
  New York, NY
• 12/2018 → 07/2019
  The Persad Family
  Florida, FL
• 06/2019 → 08/2021
  Pacsun Retail Company
  Sanford, FL
• 07/2015 → 08/2017
  Markham Woods Middle School
  Lake Mary, FL
• 12/2019 → 12/2019
  Tilly'S
  Florida, FL
• 08/2017 → 05/2021
  Lake Mary High School
  Lake Mary, FL
• 05/2020 → 08/2020
  F&D Cantina
  Lake Mary, FL
• 08/2023 → 09/2023
  J'S Asian Street Food
  Lake Mary, FL
• 12/2020 → 05/2023
  Jimmy Hulas (Seasonal)
  Lake Mary, FL
• 04/2019 → 06/2019
  Francesca'S
  Lake Mary, FL
• 06/2024 → 08/2024
  Fidelity Investments
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-25