Warren Patrick Baker
Investment adviser representative at Lido
26 yearsExperience
4 statesRegistered in
CFADesignation
$42.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- LidoDec 2024 to now
- Lido Advisors, LLCDec 2024 to now
- Platte River Wealth AdvisorsJul 2019 to Dec 2024
- Wells Fargo Private BankJun 2000 to Jul 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, FL, TX).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 2407505
- Firm CRD
- 269866