Robert
Baker
Steward Partners Investment Advisory, LLC
Answer a few questions and
get matched with an advisor.
or call us now at 1-888-467-5419
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
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.
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.
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.