Rebecca Hardwich Baker
Investment adviser representative at Marble Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm 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 assetsFixed 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
10 years in the industry.
- Marble Wealth, LLCJun 2025 to now
- Sanctuary Securities, Inc.Aug 2022 to now
- Sanctuary Advisors, LLCAug 2022 to May 2025
- UBS Financial Services Inc.Apr 2016 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (AL).
Marble Wealth, LLC
$1BAssets managed
314Clients
5Advisers
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
- 6337829
- Firm CRD
- 335291