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Marshall Baker

Strategic Advisers LLC

Bellevue, WA

Sammamish, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Sammamish, WA • 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
Fidelity Brokerage Services, Inc. Boston MA 06/1993 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/1993 → Present
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Bellevue, WA
    Sammamish, WA
  • 2014-09-03 → 2018-07-13
    Strategic Advisers Llc
    Bellevue, WA
  • 1995-01-03 → 2011-03-09
    Strategic Advisers Llc
    Seattle, WA
    Bellevue, WA
    Boston, MA
  • 2004-01-14 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-20
S65 Uniform Investment Adviser Law Examination 1994-10-28
S63 Uniform Securities Agent State Law Examination 1993-07-07
  • S66 Uniform Combined State Law Examination
    2014-08-20
  • S65 Uniform Investment Adviser Law Examination
    1994-10-28
  • S63 Uniform Securities Agent State Law Examination
    1993-07-07
Other Names
  • Pat Marshall Baker
  • P. M Baker
  • P M Baker
  • P Marshall Baker
  • Marshall Marshall Baker

View on SEC IAPD

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LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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