Sigita Baker (CRD# 5900075) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 11 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Dec 2023 - Current | < 1 |
| Svb Wealth LLC | Cottonwood Heights, UT | Jun 2022 - Current | 1 |
| Svb Investment Services Inc. | Cottonwood Heights, UT | Jun 2022 - Current | 1 |
| Silicon Valley Bank | Cottonwood Heights, UT | Aug 2020 - Mar 2023 | 2 |
| Svb Wealth Advisory Inc. | Cottonwood Heights, UT | Aug 2020 - Jun 2022 | 1 |
| Wells Fargo Clearing Services, LLC | Holladay, UT | Nov 2016 - Aug 2020 | 3 |
| Wells Fargo Advisors, LLC | Holladay, UT | Sep 2016 - Nov 2016 | < 1 |
| Morgan Stanley Smith Barney | Holladay, UT | Mar 2011 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- AZ
- CA
- CO
- CT
- FL
- GA
- ID
- IL
- IN
- MD
- MA
- MI
- MN
- MO
- NV
- NH
- NJ
- NY
- NC
- OH
- OR
- PA
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- UT
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Total Assets Under Management6,630MILLIONS
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
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