Daniel Lawrence Baker
Investment adviser representative at Harbor Investment Advisory, LLC
12 yearsExperience
1 stateRegistered in
$6.9BFirm assets
16 yearsFirm in business
Are you Daniel Lawrence 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
12 years in the industry.
- Harbor Investment Advisory, LLCJul 2022 to now
- Kestra Financial, Inc.Jan 2019 to Jul 2022
- Bfg Financial AdvisorsJun 2018 to Jul 2022
- Kissinger Financial ServicesJun 2017 to Aug 2017
- Miami University of OhioAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
Harbor Investment Advisory, LLC
$6.9BAssets managed
3,540Clients
31Advisers
16 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
- 6970624
- Firm CRD
- 151085