Geoffrey Dale Erwin
Investment adviser representative at Bakeravenue
29 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$5.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- BakeravenueJan 2022 to now
- Baker Avenue Asset Management, LPJan 2022 to now
- UnemployedOct 2021 to Jan 2022
- Fidelity Personal and Workplace AdvisorsJul 2018 to Sep 2021
- Strategic AdvisersAug 2002 to Sep 2021
- Fidelity Brokerage Services, Inc.Sep 1997 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (FL, OK, TX).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
34Advisers
21 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
- 2978054
- Firm CRD
- 132657