Alex Baker, financial advisor Hunt Valley MD

Alex Baker

CRD Number: 7060163
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alex Baker (CRD# 7060163) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valle, MD Jan 2019 - Current 3
Univeristy Of Maryland University College Adelphi, MD Aug 2018 - Current 4
Wells Fargo Bank Baltimore, MD Jul 2017 - Dec 2018 1
Vail Resorts Park City, UT Nov 2016 - Apr 2017 < 1
American Youth Foundation Center Tuftonboro, NH May 2016 - Aug 2016 < 1
University Of Utah Salt Lake City, UT Aug 2011 - May 2016 4
American Youth Foundation Center Tuftonboro, NH May 2015 - Aug 2015 < 1
St. Regis Hotel Park City, UT Oct 2014 - Apr 2015 < 1
American Youth Foundation Center Tuftonboro, NH Jun 2014 - Aug 2014 < 1
Deer Valley Ski Resort Park City, UT Feb 2014 - Apr 2014 < 1
American Youth Foundation Center Tuftonboro, NH Jun 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Alex J. Baker
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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