Michael Baer, financial advisor Charleston SC

Michael Baer

CRD Number: 6674368
Current Firm: Curran Financial Partners, LLC

Michael Baer (CRD# 6674368) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Charleston, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Curran Financial Partners, LLC Charleston, SC Jan 2018 - Current 3
Pruco Securities LLC Mount Pleasant, SC Sep 2017 - Jan 2018 < 1
The Prudential Insurance Company Of America Mount Pleasant, SC Sep 2017 - Jan 2018 < 1
W&s Brokerage Services Cincinnati, OH Oct 2016 - Sep 2017 < 1
Western Southern Life Daniel Island, SC Apr 2016 - Sep 2017 1
Td Bank Charleston, SC Aug 2015 - Apr 2016 < 1
Td Bank Frazer, PA Nov 2014 - Aug 2015 < 1
Td Bank Lansdale, PA Jul 2013 - Nov 2014 1
Unemployed Not Provided, PA Oct 2012 - Jul 2013 < 1
Geek Squad Montgomeryville, PA Feb 2012 - Oct 2012 < 1
Best Buy Montgomeryville, PA Jul 2009 - Feb 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2018
S63 Uniform Securities State Law Examination Nov 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael R. Baer
Phone Number: (843) 300-1182
Registered State(s):
  • GA
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    1,480
    ACCOUNTS
  • Average Account Value
    $113,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, GA, NC, SC, TX, UT

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