Unclaimed Profile

David Hm Baker

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts

Series 63Clean record23 years registeredNORTH AMERICAN MANAGEMENT CORP

TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 2549952Firm CRD# 104825

Profile Verification

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

Identity

David Hm Baker · BOSTON, MA

Registration

CRD #2549952 · NORTH AMERICAN MANAGEMENT CORP · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2021 – present

NORTH AMERICAN MANAGEMENT CORP

Jun 2003 – Apr 2021

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · June 30, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH AMERICAN MANAGEMENT CORP

CRD 104825 · SEC 801-5346

AUM

$1.6B

Regulatory assets under management

Employees

856 client accounts

Services offered by NORTH AMERICAN MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH AMERICAN MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does David Hm Baker offer?

David Hm Baker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are David Hm Baker's credentials?

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

Where is David Hm Baker located?

David Hm Baker is based in BOSTON, Massachusetts, working with NORTH AMERICAN MANAGEMENT CORP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does David Hm Baker charge for services?

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

How large is NORTH AMERICAN MANAGEMENT CORP?

NORTH AMERICAN MANAGEMENT CORP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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