JAMES A. BALDREE is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-04-06 | 2025-03-31 | — |
| UBS FINANCIAL SERVICES INC. | 2018-02-16 | 2021-03-30 | — |
| TURNING POINT FINANCIAL, INC. | 2014-05-07 | 2015-12-03 | — |