Stephen
Baker
Folger Nolan Fleming Douglas Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Stephen Baker is a financial advisor operating in Washington, District Of Columbia with a total of 16 years of industry experience. Baker is currently employed by Folger Nolan Fleming Douglas Inc. They have spent their whole career at Folger Nolan Fleming Douglas Inc. Baker holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in District Of Columbia. Folger Nolan Fleming Douglas Inc is a firm based out of Washington, DC. It has offices in two locations and a total of 54 financial advisors. It oversees $972 million in assets under management among its 688 client accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises 19 charities and foundations. Of its 688 client accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad array of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically depend on which service is offered. Fee types charged by Folger Nolan Fleming Douglas Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Folger Nolan Fleming Douglas Inc Brokerage Details
$972,056,472
54
688
$1,412,873
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Stephen Baker Work History
Stephen has been registered as a financial advisor for 16 years.*
Folger Nolan Fleming Douglas Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Baker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Folger Nolan Fleming Douglas Inc
Washington, DC
Cambridge, MD
Washington, DC
Washington, DC
Cambridge, MD
Washington, DC
Washington, DC
Washington, DC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
