William Edward Baker

Current Employers

Employment History

• 04/2011 → 06/2018
  Citizens Financial Group
  Pittsburgh, PA
• 07/2015 → 06/2018
  Citizens Securities, Inc
  Pittsburgh, PA
• 06/2018 → Present
  Stratos Wealth Advisors, Llc
  Wexford, PA

Previous Registrations

• 2016-01-13 → 2018-06-29
  Citizens Securities, Inc.
  Plymouth Meeting, PA
  Pittsburgh, PA
  Boston, MA
• 2001-12-20 → 2011-04-04
  Select Financial Group, Llc
  Carnegie, PA

Other Businesses

(1) Riverview Wealth Partners, LLC since 7/2/2018, DBA for Stratos advisory business. Reported Business Location: 5500 Brooktree Road, Suite 301, Wexford, PA 15090. Spends 160 hours/month including trading hours. (2) 7/2/2018 Riverview Wealth Partners, LLC -investment related - at reported business location - non-variable insurance, insurance types: Life, Health, Fixed Annuity, Disability, Long Term Care. 20 hours per month including 20 during trading hours. (3) 07/01/2018: NexTier Wealth Management - investment related - at reported business location - Solicitor Program - 20 hours per month including 15 during market hours - provide investment advice to bank referral clients. (4) 01/01/2025 - Riverview Tax Partners, LLC - Inv Related - at reported business(s) - Tax Prep - Owner - Number of hours devoted per month:20 - Number of hours devoted during business hours:15

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-05-11
• S66 Uniform Combined State Law Examination
  1998-08-11

Designations

Other Names

• Will Baker