Christian A. Baca
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
DENVER, CO
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CRD#: 5892900
Professional summary
Christian Alexander Baca, CFP®, who also goes by Christian Alexander Baca, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Denver, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Denver, Colorado.
Christian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Christian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I help my clients consolidate, coordinate, and simplify their financial picture so they can focus on whats most important in their lives.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Insurance Planning
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Estate Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Christian Alexander Baca
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-110878|OrgNmn:CAB Rentals LLC|Org Addr:Denver,Colorado,US|OBA Nature:LLC|Invst Rel:Y|Title:Manager|Duties:Manage cashflow.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-114522|OrgNmn:Los Bacas LLC|Org Addr:Denver,Colorado,US|OBA Nature:Rental Property Management|Invst Rel:Y|Title:Owner|Duties:Rental Property Management|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Christian Alexander Baca's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Education
Wake Forest University
Bachelor of Economics - Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1801 Wewatta St. Suite 100 And 925, Denver, CO 80202RIA
CRD#: 104555
DENVER, CO
Current
May 2, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1801 Wewatta St. Suite 100 And 925, Denver, CO 80202BD
CRD#: 7784
Denver, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DENVER, CO
Past
April 14, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Past
October 25, 2011 - April 2, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
ALEXANDRIA, VA
Past
September 30, 2011 - April 2, 2014
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
ALEXANDRIA, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/25/2023)
RR
Alaska(3/30/2017)
RR
Arizona(1/4/2019)
RR
Arkansas(7/21/2023)
RR
California(8/10/2017)
RR
Colorado(5/2/2014)
IAR
Colorado(3/31/2025)
RR
Connecticut(7/30/2025)
RR
Florida(1/4/2019)
RR
Georgia(1/4/2019)
RR
Hawaii(5/19/2023)
RR
Idaho(3/4/2022)
RR
Illinois(9/24/2019)
RR
Iowa(1/4/2019)
RR
Kansas(7/18/2023)
RR
Louisiana(10/4/2023)
RR
Maine(8/26/2025)
RR
Maryland(9/24/2019)
RR
Massachusetts(6/18/2021)
RR
Michigan(1/27/2020)
RR
Minnesota(8/1/2024)
RR
Mississippi(8/26/2025)
RR
Missouri(9/24/2019)
RR
Montana(1/4/2019)
RR
Nevada(9/24/2019)
RR
New Hampshire(3/25/2023)
RR
New Jersey(5/21/2020)
RR
New Mexico(1/6/2017)
RR
New York(9/24/2019)
RR
North Carolina(9/24/2019)
RR
Ohio(8/27/2025)
RR
Oregon(1/4/2019)
RR
Pennsylvania(1/4/2019)
RR
Rhode Island(4/23/2020)
RR
South Carolina(7/19/2017)
RR
South Dakota(11/23/2022)
RR
Texas(8/10/2017)
IAR
Texas(3/31/2025)
RR
Utah(3/25/2023)
RR
Virginia(1/3/2020)
RR
Washington(5/18/2022)
RR
Wisconsin(9/24/2019)
RR
Wyoming(5/2/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Denver, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
