John Baer, financial advisor Hunt Valley MD
93 score

John Baer

CRD Number: 4463748
Current Firm: Morgan Stanley

John Baer (CRD# 4463748) is an Investment Advisor Representative working at Morgan Stanley in Hunt Valley, MD and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Hunt Valley, MD Jun 2016 - Current < 1
Legacy Capital Partners Timonium, MD Dec 2010 - Jun 2016 5
Eagle Strategies LLC Towson, MD Sep 2009 - Jun 2016 6
New York Life Insurance Company Towson, MD Jul 2007 - Jun 2016 8
Nylife Securities, LLC Towson, MD Jul 2007 - Jun 2016 8
Unemployed Hampstead, MD May 2007 - Jul 2007 < 1
Mutual Of America Baltimore, MD Apr 2004 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2003
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for John C. Baer
Phone Number: 914-225-5510
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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, 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, VI, 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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