Cory BaerCRD Number: 6141366
Current Firm: Strait & Sound
Cory Baer (CRD# 6141366) is an Investment Advisor Representative working at Strait & Sound in Bellevue, WA and has over 10 years of experience in the finance industry.
Harbour Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Strait & Sound Wealth Management LLC||Bellevue, WA||Jan 2021 - Current||2|
|Alpha Cubed Investments||Irvine, CA||Jan 2019 - Jan 2021||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Jan 2019||3|
|Morgan Stanley||Bellevue, WA||Oct 2014 - Jan 2019||4|
|Wells Fargo Advisors, LLC||Seattle, WA||Nov 2012 - Oct 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management179MILLIONS
Total Number of Accounts463ACCOUNTS
Average Account Value$386,203
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, NE, NV, OR, TX, WA
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