LUKE F BAUM is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-03-25 | 2025-03-31 | — |
| KINGSWOOD WEALTH ADVISORS, LLC | 2022-01-19 | 2022-02-07 | — |
| CL WEALTH MANAGEMENT LLC | 2019-11-14 | 2020-03-17 | — |
| CBIZ WEALTH MANAGEMENT, LLC | 2010-06-03 | 2011-06-15 | — |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2005-08-23 | 2017-12-07 | — |
| ASSETMARK, INC. | 2004-08-04 | 2005-08-19 | — |
| VESTAX SECURITIES CORPORATION | 2002-05-10 | 2003-12-31 | — |