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Adam A Baldridge

Strategic Advisers LLC

San Diego, CA

San Diego, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

San Diego, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Westminster CO 11/2016 12/2016
Longboard Asset Management Phoenix AZ 08/2016 11/2016
Scottrade Inc. Westminster CO 01/2017 02/2018
Td Ameritrade, Inc. Omaha NE 02/2018 04/2021
Fidelity Investments San Diego CA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 12/2016
    Unemployed
    Westminster, CO
  • 08/2016 → 11/2016
    Longboard Asset Management
    Phoenix, AZ
  • 01/2017 → 02/2018
    Scottrade Inc.
    Westminster, CO
  • 02/2018 → 04/2021
    Td Ameritrade, Inc.
    Omaha, NE
  • 05/2021 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Diego, CA
  • 2018-03-22 → 2021-05-01
    Td Ameritrade, Inc.
    San Diego, CA
    Omaha, NE
    San Diego, CA
  • 2018-03-22 → 2021-05-01
    Td Ameritrade Investment Management, Llc
    San Diego, CA
Other Businesses

OBA-59350|OrgNmn:Adam Baldridge's Rental|Org Addr:Bombay Bea,California,US|OBA Nature:Rental Business|Invst Rel:Y|Title:Owner/Host|Duties:Property Management|StrtDt:01-31-18|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-21
S63 Uniform Securities Agent State Law Examination 2017-03-16
  • S66 Uniform Combined State Law Examination
    2018-03-21
  • S63 Uniform Securities Agent State Law Examination
    2017-03-16
Other Names
  • Adam Alexander Baldridge
  • Adam A Baldridge

View on SEC IAPD

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JAMES T FARLEY
ASHLEY LYNN TESTER
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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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