Unclaimed Profile

Carrie Lynne Mcaninch

WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.·CARSON CITY, Nevada

Series 7, Series 6622 years registeredWEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

1830 COLLEGE PARKWAY,, CARSON CITY, NV 89706CRD# 4712463Firm CRD# 129812

Profile Verification

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

Identity

Carrie Lynne Mcaninch · CARSON CITY, NV

Registration

CRD #4712463 · WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

Jan 2004 – Apr 2016

CARSON CITY, NV

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 29, 2004

Years registered · 22

Disclosure History

2013Customer Dispute·Award / Judgment

2012Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

CRD 129812 · SEC 801-67858

AUM

$70M

Regulatory assets under management

Employees

340 client accounts

Services offered by WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC. →

Introduction

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Frequently Asked Questions

What services does Carrie Lynne Mcaninch offer?

Carrie Lynne Mcaninch specializes in Financial Planning, Investment Management.

What are Carrie Lynne Mcaninch's credentials?

Carrie Lynne Mcaninch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carrie Lynne Mcaninch located?

Carrie Lynne Mcaninch is based in CARSON CITY, Nevada, last registered with WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC..

How does Carrie Lynne Mcaninch charge for services?

Carrie Lynne Mcaninch's firm is compensated through percentage of aum, hourly charges, performance-based fees, other: fees from the sale and management of investment fund. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.?

WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC. has approximately 1 employees and manages $70M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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