Cory Brett Baer
Investment adviser representative at Strait & Sound
12 yearsExperience
2 statesRegistered in
$333.7MFirm assets
6 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 assetsHourly
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.
- Strait & SoundJan 2021 to now
- Strait & Sound Wealth Management LLCJan 2021 to now
- Alpha Cubed InvestmentsJan 2019 to Jan 2021
- Morgan Stanley Private Bank, National AssociationFeb 2015 to Jan 2019
- Morgan StanleyOct 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Strait & Sound
Legal name: Strait & Sound Wealth Management LLC
$333.7MAssets managed
243Clients
8Advisers
6 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
- 6141366
- Firm CRD
- 309306