Baylor Lancaster-Samuel (CRD# 4797736) is an Investment Advisor Representative working at Amerant Investments, Inc. in Coral Gables, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerant Investments Inc. | Coral Gables, FL | Mar 2023 - Current | 1 |
| Amerant Investments, Inc. | Coral Gables, FL | Oct 2021 - Mar 2023 | 1 |
| 1919 Investment Counsel | Baltimore, MD | Sep 2019 - Oct 2021 | 2 |
| Unemployed | Miami, FL | Jun 2019 - Sep 2019 | < 1 |
| Cv Advisors | Aventura, FL | Jun 2016 - May 2019 | 2 |
| Taplin, Canida & Habacht | Miami, FL | Nov 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
-
Total Assets Under Management633MILLIONS
-
Total Number of Accounts1,023ACCOUNTS
-
Average Account Value$618,599
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, NJ, NY, TX
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