Martin Baker
Investment adviser representative at Canby Financial Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$729.4MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Canby Financial AdvisorsFeb 2026 to now
- Canby FinancialApr 2025 to now
- Commonwealth Financial NetworkJan 2019 to Jan 2026
- Fidelity Personal and Workplace AdvisorsJul 2018 to Dec 2018
- Fidelity Brokerage Services LLCJan 2017 to Dec 2018
- Fidelity Brokerage Services LLCOct 2014 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Canby Financial Advisors
Legal name: Canby Financial Advisors, LLC
$729.4MAssets managed
382Clients
5Advisers
Under 1 yearIn 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
- 4663348
- Firm CRD
- 338797