Curtis Williams Baker
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Curtis Williams 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab & Co., Inc.Aug 2022 to now
- Charles Schwab Bank SsbAug 2022 to now
- Keyston Bros SeattleOct 2020 to Jul 2022
- UnemployedMay 2020 to Oct 2020
- Thriftway SupermarketsMay 2018 to Jun 2018
- Gonzaga UniversityAug 2016 to May 2020
- Made In Seattle LLCMay 2016 to Aug 2019
- UnemployedAug 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7603308
- Firm CRD
- 5393