Dylan Thomas Baker
Investment adviser representative at Raymond James Financial Services Advisors, Inc
5 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2019 to now
- Raymond James Financial Services, Inc.Jun 2019 to now
- VeritudeJan 2019 to Apr 2019
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jan 2019
- Fidelity InvestmentsNov 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6232908
- Firm CRD
- 149018