Mehdey Baker, financial advisor Orlando FL

Mehdey Baker

CRD Number: 6508731
Current Firm: Schwab Wealth Advisory, Inc.

Mehdey Baker (CRD# 6508731) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Private Client Investment Advisory Orlando, FL Jul 2021 - Current 2
Charles Schwab & Company, Inc. Orlando, FL Jul 2021 - Current 2
Lpl Financial LLC Maitland, FL Aug 2019 - Jun 2021 1
Merit Financial Group, Llc (dba: Merit Financial Advisors Llc) Maitland, FL Aug 2019 - Jun 2021 1
Bank Of America, N.a. Jacksonville, FL Jan 2018 - Jul 2019 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Nov 2017 - Jul 2019 1
New York Life Insurance Company Maitland, FL Mar 2016 - Aug 2017 1
Auto Specialty Orlando, FL Mar 2015 - Jun 2016 1
Axa Advisors LLC Longwood, FL Jul 2015 - Jan 2016 < 1
Florida State University Tallahassee, FL Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Mehdey A. Baker
Phone Number: 415-667-7000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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