William Baker (CRD# 3002235) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Wexford, PA and has over 26 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stratos Wealth Advisors, LLC | Wexford, PA | Jun 2018 - Current | 6 |
| Citizens Securities, Inc. | Pittsburgh, PA | Jul 2015 - Jun 2018 | 2 |
| Citizens Financial Group | Pittsburgh, PA | Apr 2011 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 1998 |
| S63 | Uniform Securities State Law Examination | May 2016 |
- PA
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Total Assets Under Management4,215MILLIONS
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Total Number of Accounts12,529ACCOUNTS
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Average Account Value$336,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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