Sierra Madison Baker
Investment adviser representative at Kestra Private Wealth Services, LLC
16 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 yearsFirm in business
Are you Sierra Madison Baker? Claim your profile
Contact this firm
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
16 years in the industry.
- Kestra Private Wealth Services, LLCMay 2024 to now
- Kestra Investment Services, LLCMay 2024 to now
- Bank of America, N.A.Nov 2020 to May 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to May 2024
- 740ycryoJul 2020 to May 2024
- UnemployedApr 2020 to Jul 2020
- Merrill Lynch, Pierce, Fenner & Smith IncMay 2018 to Oct 2019
- University of CincinnatiAug 2017 to Apr 2020
- Hawaiian TanfasticApr 2017 to Aug 2019
- Tri-valley Local SchoolsAug 2010 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 6952114
- Firm CRD
- 155193