Andrew Baron, financial advisor Chevy Chase MD
93 score

Andrew Baron

CRD Number: 5490171
Current Firm: Suntrust Investment Services, Inc.

Andrew Baron (CRD# 5490171) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Chevy Chase, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jul 2013 - Current 3
Suntrust Bank Chevy Chase, MD Jun 2013 - Current 3
Unemployed Rockville, MD May 2013 - Jun 2013 < 1
Lincoln Financial Advisors Rockville, MD Jan 2013 - May 2013 < 1
Unemployed Rockville, MD Jun 2012 - Jan 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Oct 2009 - Jun 2012 2
Merrill Lynch, Pierce, Fenner, & Smith Washington, DC Oct 2009 - Jun 2012 2
Bank Of America, N.a. Rockville, MD Feb 2008 - Jun 2012 4
Banc Of America Investment Services, Inc. Rockville, MD Feb 2008 - Jun 2012 4
Bank Of America Investment Ser Rockville, MD Feb 2008 - Jun 2012 4
Bank Of America, N. A, Rockville, MD Feb 2008 - Jun 2012 4
Wcs Lending Potomac, MD Jan 2004 - Feb 2008 4
Wcs Lending Potomac, MD Jan 2004 - Feb 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Andrew D. Baron
Phone Number: 404-813-8981
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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