Best Investors Account Sign in

Brandon Baldwin

Strategic Advisers LLC

Covington, KY

Alexandria, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Alexandria, KY • 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
Dollar General Alexandria KY 06/2017 08/2017
Cafeo Hospitality Inc. Cincinatti OH 06/2018 08/2018
Fedex Independence KY 01/2019 02/2019
Walmart Alexandria KY 10/2021 09/2022
Student Alexandria KY 06/2019 10/2021
Student Alexandria KY 05/2013 06/2017
Student Lexington KY 08/2017 06/2018
Student Lexington KY 08/2018 01/2019
Fidelity Investments Covington KY 11/2022 Present
Unemployed Alexandria KY 02/2019 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Dollar General
    Alexandria, KY
  • 06/2018 → 08/2018
    Cafeo Hospitality Inc.
    Cincinatti, OH
  • 01/2019 → 02/2019
    Fedex
    Independence, KY
  • 10/2021 → 09/2022
    Walmart
    Alexandria, KY
  • 06/2019 → 10/2021
    Student
    Alexandria, KY
  • 05/2013 → 06/2017
    Student
    Alexandria, KY
  • 08/2017 → 06/2018
    Student
    Lexington, KY
  • 08/2018 → 01/2019
    Student
    Lexington, KY
  • 11/2022 → Present
    Fidelity Investments
    Covington, KY
  • 02/2019 → 06/2019
    Unemployed
    Alexandria, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, KY
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
S63 Uniform Securities Agent State Law Examination 2023-07-24
  • S66 Uniform Combined State Law Examination
    2025-02-21
  • S63 Uniform Securities Agent State Law Examination
    2023-07-24
Other Names
  • Brandon Michael Baldwin
  • Brandon Baldwin

View on SEC IAPD

Other Firms

PNC WEALTH MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED
EP WEALTH ADVISORS
DEAN DORTON WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
W&S BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC

Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor