Unclaimed Profile

Lewis D Baker

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC·SILVER SPRING, Maryland

Clean recordROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

8607 CEDAR ST., SILVER SPRING, MD 20910CRD# 2543651Firm CRD# 298104

Profile Verification

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

Identity

Lewis D Baker · SILVER SPRING, MD

Registration

CRD #2543651 · ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lewis D Baker is a registered financial advisor based in SILVER SPRING, Maryland, affiliated with ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

AUM

$50M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2543651

Firm CRD# 298104

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lewis D Baker offer?

Lewis D Baker specializes in Financial Planning, Investment Management. Contact their office in SILVER SPRING, Maryland for a consultation.

What are Lewis D Baker's credentials?

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

Where is Lewis D Baker located?

Lewis D Baker is based in SILVER SPRING, Maryland, working with ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.

How does Lewis D Baker charge for services?

Lewis D Baker's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC?

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC has approximately 5 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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