Ian Stuart Baker

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 10/2020
  Prb Wealth Management
  New York, NY
• 04/2016 → Present
  Lpl Financial Llc
  New York, NY
• 05/2016 → 10/2020
  Private Advisor Group, Llc
  New York, NY
• 10/2020 → Present
  Iht Wealth Management
  New York, NY

Previous Registrations

• 2016-05-26 → 2020-10-14
  Private Advisor Group, Llc
  New York, NY
  Morristown, NJ

Other Businesses

1. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 40 Hours Per Month/8 Hours During Securities Trading. 2. 5/5/2016 - PRB Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 10 Hours Per Month/2 Hours During Securities Trading - Time Spent 10% - Life insurance, disability, LTC, and health. 3. 9/4/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2020 - 50 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 6/3/2021 - IHT Wealth Management - DBA: (Hybrid) Bridge Benefit Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/08/2020 - 10 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-01-08