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Robert Dean Baker

Advanced Asset Management Advisors, Inc.

Dublin, OH

Panama City, FL

CRD 2903881

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Employer firm

Advanced Asset Management Advisors, Inc. CRD 119859

$651M regulatory AUM 309 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Advanced Asset Management Advisors, Inc.

4995 Bradenton Ave., Suite 210, Dublin, OH 43017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-10-07
SC RA APPROVED 2024-10-07
TX RA APPROVED_RES 2006-02-07
NJ RA APPROVED 2004-11-18
OH RA APPROVED 2000-01-01
  • FL RA
    APPROVED
    Since 2024-10-07
  • SC RA
    APPROVED
    Since 2024-10-07
  • TX RA
    APPROVED_RES
    Since 2006-02-07
  • NJ RA
    APPROVED
    Since 2004-11-18
  • OH RA
    APPROVED
    Since 2000-01-01

Branch Locations

4995 Bradenton Ave., Suite 210, Dublin, OH 43017 • United States

Panama City, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advanced Asset Management Advisors, Inc. Dublin OH 01/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-12-10
  • S63 Uniform Securities Agent State Law Examination
    1999-12-10
Other Names
  • Robert Dean Baker

View on SEC IAPD

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Nearby Investors

WILLIAM KEITH ROOT
Jacob Palmer Martin
Michael Klubnik

Nearby Offices

KEELER & NADLER FAMILY WEALTH · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH
PFS INVESTMENTS INC. · DUBLIN, OH

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