Ian Stuart Baker
Investment adviser representative at Iht Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$9.8BFirm assets
12 yearsFirm in business
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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
13 years in the industry.
- Iht Wealth Management LLCOct 2020 to now
- LPL Financial LLCApr 2016 to now
- Private Advisor Group, LLCMay 2016 to Oct 2020
- Prb Wealth ManagementNov 2013 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 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
- 4018036
- Firm CRD
- 171481