Unclaimed Profile

Sheila Marie Baker

THIRD STREET ADVISORS, LLC·GENEVA, Illinois

SIE, Series 7, Series 66Clean record16 years registeredTHIRD STREET ADVISORS, LLC

109 NORTH THIRD STREET, GENEVA, IL 60134CRD# 1597311Firm CRD# 113212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sheila Marie Baker · GENEVA, IL

Registration

CRD #1597311 · THIRD STREET ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Feb 2024 – present

NEACO ADVISORY, INC.

Mar 2010 – Dec 2021

GENEVA, IL

THIRD STREET ADVISORS, LLC

Mar 2010 – Apr 2024

GENEVA, IL

FSC SECURITIES CORPORATION

Aug 2009 – Sep 2020

GENEVA, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 18, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THIRD STREET ADVISORS, LLC

CRD 113212 · SEC 801-124730

AUM

$96M

Regulatory assets under management

Employees

245 client accounts

Services offered by THIRD STREET ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THIRD STREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sheila Marie Baker offer?

Sheila Marie Baker specializes in Investment Management, Fee-Only Advisory. Contact their office in GENEVA, Illinois for a consultation.

What are Sheila Marie Baker's credentials?

Sheila Marie Baker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sheila Marie Baker located?

Sheila Marie Baker is based in GENEVA, Illinois, working with THIRD STREET ADVISORS, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.

How does Sheila Marie Baker charge for services?

Sheila Marie Baker's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THIRD STREET ADVISORS, LLC?

THIRD STREET ADVISORS, LLC has approximately 7 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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