Robert
Baker
Steward Partners Investment Advisory, LLC
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About this Advisor
Robert Baker is a financial advisor operating out of New York, New York, who has 10 years of financial industry experience. Baker is currently employed by Steward Partners Investment Advisory, LLC. During their career, Baker has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory. Baker has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey and Texas. Steward Partners Investment Advisory, LLC is an advisory business operating out of New York, New York. The firm has offices in 25 locations and a total of 224 people on staff. It handles $7 billion in assets under management among its 16,315 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,315 accounts, 62% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on which service is offered. Fee types charged by Steward Partners Investment Advisory, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details

$7,347,561,277

224

16,315

$450,356

Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Robert Baker Work History
Robert has 10 years of experience.
Steward Partners Global Advisory
Raymond James Financial Services, Inc
Steward Partners Investment Advisory, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Robert Baker has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Steward Partners Investment Advisory, LLC
New York, NY
Manchester, NH
Portsmouth, NH
New York, NY
New York, NY
Paramus, NJ
Portland, ME
New York, NY
The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, 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, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
