Sharland Baker, financial advisor Glastonbury CT

Sharland Baker

CRD Number: 6080326
Current Firm: Janney Montgomery Scott LLC

Sharland Baker (CRD# 6080326) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Glastonbury, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Janney Montgomery Scott LLC Glastonbury, CT Nov 2018 - Current 5
Rbc Capital Markets, LLC Glastonbury, CT Apr 2017 - Nov 2018 1
Lpl Financial LLC Wallingford, CT Jun 2012 - Apr 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Sharland Baker
Phone Number: 215-665-6000
Registered State(s):
  • CT
  • NC
  • VI
By the Numbers
  • Total Assets Under Management
    73,001
    MILLIONS
  • Total Number of Accounts
    216,397
    ACCOUNTS
  • Average Account Value
    $337,346
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
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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