Andrew Patrick Baker
Investment adviser representative at Sovran Advisors, LLC
12 yearsExperience
2 statesRegistered in
$1.9BFirm assets
2 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Lyons Den Sd LLCOct 2025 to now
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Wealth Services, LLCFeb 2024 to now
- BakerstayzSep 2023 to now
- Baker Gaines EnterprisesJan 2022 to now
- Baker Gaines Fp Inc (the dba Is Financial Haus)Jan 2021 to now
- Baker StayzNov 2019 to now
- Sd40 LLCDec 2023 to Apr 2025
- Solana Beach Group LLCFeb 2023 to Apr 2025
- Massmutual Life Insurance CompanyAug 2022 to Feb 2024
- MML Investors Services, LLCAug 2022 to Feb 2024
- Baker EnterprisesJun 2018 to Apr 2025
- Minnesota LifeMar 2018 to Aug 2022
- North Star Resource GroupMar 2018 to Aug 2022
- Securian Financial Services Inc.Mar 2018 to Aug 2022
- Foresters Advisory Services LLCFeb 2016 to Mar 2018
- Foresters Financial ServicesFeb 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 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
- 6207565
- Firm CRD
- 329415