Curtis David Baker
Investment adviser representative at Sage Advisory Services Ltd Co
10 yearsExperience
1 stateRegistered in
$28.4BFirm assets
30 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Sage Advisory Services Ltd CoApr 2024 to now
- EtoroOct 2021 to Apr 2024
- Kestra Investment Services, LLCFeb 2021 to Oct 2021
- Purshe Kaplan Sterling InvestmentsAug 2020 to Jan 2021
- Thrivent Advisor Network d/b/a 49 FinancialMay 2020 to Jan 2021
- RuntitleJan 2020 to May 2020
- StudentAug 2019 to Jan 2020
- Lilly K CompanyMay 2019 to Aug 2019
- StudentAug 2018 to May 2019
- Mitchell WilliamsMay 2018 to Aug 2018
- StudentAug 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sage Advisory Services Ltd Co
$28.4BAssets managed
14,363Clients
42Advisers
30 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
- 7288537
- Firm CRD
- 106236