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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- TX
- WA
-
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
- Other
CA, ID, NE, NV, OR, TX, WA
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