Robert Baer (CRD# 4233785) is an Investment Advisor Representative working at Baer Investment Advisory LLC in San Rafael, CA and has over 23 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baer Investment Advisory, LLC | San Rafael, CA | Apr 2022 - Current | 2 |
| Baer Investment Advisory LLC | San Rafael, CA | Dec 2021 - Current | 2 |
| Goldman Sachs | New York, NY | Jun 2008 - Dec 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$784,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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