Skip to content

William Thomas Baker

Investment adviser representative at Benjamin Securities, Inc.
16 yearsExperience
1 stateRegistered in
$39.5MFirm assets
38 yearsFirm in business

Are you William Thomas Baker? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

16 years in the industry.

  1. Benjamin Securities, Inc.Sep 2010 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (FL).

Benjamin Securities, Inc.

$39.5MAssets managed
65Clients
3Advisers
38 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1804430
Firm CRD
7754
Advisor's SEC record (opens in a new tab)
CallContact this firm