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Advisors / Ohio / Centerville
9yrs

Ryan Baker

Financial advisor at Strategic Advisers

Ryan Baker has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Centerville, Ohio. Ryan has been with Strategic Advisers since 2025; before that, Ryan spent six years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 147 advisors with offices in Centerville, and one of 117 fiduciaries.

Centerville, OHFiduciary advisor

At a glance

Experience9 years (since 2018)
How that compares ?More experience than 55% of advisors at Strategic Advisers
OfficeCenterville, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2019 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Questions to ask Ryan

Tailored to Ryan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ryan

How do I contact Ryan?

Call Strategic Advisers at (617) 563-7000 and ask for Ryan Baker. Ryan works from the Centerville, OH office.

How long has Ryan been a financial advisor?

Ryan has been in the industry since 2018, about 9 years. More experience than 55% of advisors at Strategic Advisers.

What licenses does Ryan hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Ryan a fiduciary?

Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ryan paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ryan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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