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Bradley Baker

Strategic Advisers LLC

Rockville, MD

Frederick, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Frederick, MD • 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
Uber Driver Frederick MD 04/2020 01/2023
R.S.V. Pools Frederick MD 05/2019 04/2020
Frederick Residence Inn Frederick MD 01/2019 05/2019
Lowes Boston Hotel Boston MA 08/2018 12/2018
Sesuit Harbor House South Dennis MA 05/2017 08/2017
Office Depot And Subsidiaries Frederick MD 08/2016 09/2016
Fidelity Investments Rockville MD 01/2023 Present
Frostburg State University Frostburg MD 08/2014 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 01/2023
    Uber Driver
    Frederick, MD
  • 05/2019 → 04/2020
    R.S.V. Pools
    Frederick, MD
  • 01/2019 → 05/2019
    Frederick Residence Inn
    Frederick, MD
  • 08/2018 → 12/2018
    Lowes Boston Hotel
    Boston, MA
  • 05/2017 → 08/2017
    Sesuit Harbor House
    South Dennis, MA
  • 08/2016 → 09/2016
    Office Depot And Subsidiaries
    Frederick, MD
  • 01/2023 → Present
    Fidelity Investments
    Rockville, MD
  • 08/2014 → 06/2018
    Frostburg State University
    Frostburg, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rockville, MD
Other Businesses

OBA-95079|OrgNmn:Food Delivery Driver |Org Addr:Frederick,Maryland,US|OBA Nature:Delivery Driver for UberEats, |Invst Rel:N|Title:Independent Contractor|Duties:Provide Delivery in good faith and on time. Good Customer Service |StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-20
S63 Uniform Securities Agent State Law Examination 2023-08-31
  • S66 Uniform Combined State Law Examination
    2024-04-20
  • S63 Uniform Securities Agent State Law Examination
    2023-08-31
Other Names
  • Bradley James Baker
  • Bradley Baker

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

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