Peter Marshall Baker
Investment adviser representative at Preston Wealth Advisors, LLC.
12 yearsExperience
1 stateRegistered in
$286MFirm assets
11 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 assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Preston Wealth Advisors, LLC.Oct 2023 to now
- Catoctin Wealth Management LLCJul 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (VA).
Preston Wealth Advisors, LLC.
$286MAssets managed
394Clients
5Advisers
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
- 5078132
- Firm CRD
- 165983