Ryan J. Baker
STRATEGIC ADVISERS LLC | Financial Consultant
FORT COLLINS, CO 80525-2654
Some features on this profile are disabled
CRD#: 6273930
Professional summary
Ryan J Baker, who also goes by Ryan J Baker, Ryan Jonathan Baker, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fort Collins, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Fort Collins, Colorado.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Ryan has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I work with clients across a wide spectrum of age groups and professions and take pride in helping people protect their loved ones, plan for the future, and grow assets tax efficiently. I enjoy creating plans for people that give them confidence as their lives evolve.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan J Baker | Ryan Jonathan Baker
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-114623|OrgNmn:Oxford Farms LLC|Org Addr:Longmont,Colorado,US|OBA Nature:Farming - Helping feed farm an|Invst Rel:N|Title:Employee|Duties:I help with feeding farm animals, harvesting vegetables, and farm maintenance on Saturdays and Sundays|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Ryan J Baker'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®
NoneEducation
University California, Davis
Bachelor of Science (BS) - Neurobiology, Physiology and Behavior
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 3100 S. College Ave Suite 110, Fort Collins, CO 80525-2654RIA
CRD#: 104555
FORT COLLINS, CO
Current
December 20, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3100 S. College Ave. Suite 110, Fort Collins, CO 80525BD
CRD#: 7784
FORT COLLINS, CO
Past
January 12, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FORT COLLINS, CO
Past
March 19, 2020 - November 23, 2021
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
OAKLAND, CA
Past
March 19, 2020 - November 23, 2021
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
OAKLAND, CA
Past
August 4, 2017 - April 3, 2020
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
WALNUT CREEK, CA
Past
August 4, 2017 - April 3, 2020
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WALNUT CREEK, CA
Past
April 16, 2014 - August 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WALNUT CREEK, CA
Past
January 29, 2014 - August 7, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WALNUT CREEK, CA
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(7/11/2022)
RR
Arizona(3/8/2024)
RR
California(12/21/2021)
RR
Colorado(12/21/2021)
IAR
Colorado(3/31/2025)
RR
Connecticut(7/2/2025)
RR
Florida(6/5/2023)
RR
Georgia(7/24/2023)
RR
Hawaii(4/6/2023)
RR
Idaho(7/24/2023)
RR
Indiana(3/21/2023)
RR
Iowa(7/11/2022)
RR
Kansas(5/8/2024)
RR
Kentucky(9/25/2025)
RR
Louisiana(8/25/2025)
RR
Missouri(9/13/2022)
RR
Montana(6/20/2022)
RR
Nebraska(6/21/2022)
RR
New Mexico(5/31/2023)
RR
New York(3/31/2023)
RR
North Carolina(9/20/2023)
RR
North Dakota(6/20/2022)
RR
Ohio(7/25/2023)
RR
Pennsylvania(6/21/2022)
RR
Rhode Island(10/2/2023)
RR
South Carolina(10/31/2023)
RR
South Dakota(5/31/2022)
RR
Texas(11/18/2022)
IAR
Texas(3/31/2025)
RR
Utah(7/11/2022)
RR
Virginia(9/19/2023)
RR
Washington(11/8/2022)
RR
Wyoming(3/14/2022)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Financial ConsultantCRD#: 104555Fort Collins, CO 80525-2654TRUST BUT VERIFY
Monitor Ryan Baker
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
