Shelly Halford Baker
Investment adviser representative at Coastal Bridge Advisors
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$5BFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Coastal Bridge Advisors, LLCJul 2026 to now
- Waddell & Associates LLCApr 2022 to Jun 2026
- B Riley Wealth ManagementJul 2021 to Mar 2022
- UnemployedApr 2021 to Jun 2021
- Fidelity Brokerage Services LLCJun 2019 to Mar 2021
- Baker Notary ServicesSep 2017 to May 2019
- Raymond James & Associates, Inc.Jul 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 4 states (FL, MS, TN, TX).
Coastal Bridge Advisors
Legal name: Coastal Bridge Advisors, LLC
$5BAssets managed
1,997Clients
39Advisers
16 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
- 2196517
- Firm CRD
- 152569