Thomas Gill Baker
Investment adviser representative at Envestnet Pmc
19 yearsExperience
1 stateRegistered in
CFADesignation
$614.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsSubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Envestnet PmcJan 2024 to now
- Envestnet Asset Management, IncJan 2024 to now
- Envestnet Financial Technologies, Inc.Jan 2024 to now
- PNC Private BankJan 2022 to Dec 2023
- Ameritas Advisory Services, LLCNov 2021 to Jan 2022
- Ameritas Investment Company, LLCJul 2021 to Jan 2022
- Wealth Advisors Group, LLCJun 2021 to Jan 2022
- UnemployedFeb 2021 to May 2021
- Blackrock Investments, Inc.Aug 2007 to Jan 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
Envestnet Pmc
Legal name: Envestnet Asset Management, Inc.
$614.9BAssets managed
2,241,364Clients
57Advisers
26 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
- 2172076
- Firm CRD
- 111694