Mildred Duzanson-Baptiste

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

• 06/2014 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedminster, NJ
• 11/2013 → 03/2023
  Bank Of America, N.A.
  Branchburg, NJ
• 03/2023 → Present
  Fidelity Investments
  Bridgewater, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-04-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Bridgewater, NJ
• 2015-02-26 → 2023-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bedminster, NJ
  Branchburg, NJ
  Bridgewater, NJ
  Hillsborough, NJ
  Clinton, NJ
  Flemington, NJ
  Flemington, NJ
  Flemington, NJ

Other Businesses

OBA-97320|OrgNmn:eneral Referral, LLC, Referral Agent, Real Estate Lic|Org Addr:Holmdel,New Jersey,US|OBA Nature:REAL ESTATE LICENSE AGENT REFE|Invst Rel:Y|Title:REFERRAL AGENT|Duties:NONE|StrtDt:03-09-23|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-125738|OrgNmn:Soulful Network|Org Addr:Port St. L,Florida,US|OBA Nature:Social network club for my pri|Invst Rel:N|Title:Treasurer|Duties:collecting annual membership dues of $10/person and $15/couple - estimated membership 100 people|StrtDt:12-05-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2015-02-23

Other Names

• Mildred Francis Duzanson
• Mildred Frances Baptiste
• Mildred F Duzanson-Baptiste
• Mildred Fra Duzanson-Baptiste
• Mildred Frances Duzanson-Baptiste