Melia Merie Baker

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 01/2017 → 01/2018
  Yardbird
  Denver, CO
• 01/2016 → 01/2017
  Loop Tavern Liquors
  Chicago, IL
• 12/2016 → 01/2017
  Macy's
  Chicago, IL
• 01/2017 → 07/2021
  Bird Restaurant
  Denver, CO
• 03/2020 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Other Businesses

1) Rental Properties | Investment Related:No|9026 E Nassau Ave.|Denver|CO|80237|USA|Real Estate (Non-Agent/Broker)|Owner|6/1/2022|Less than 20|0|Property manager, 2) Rental Property | Investment Related:No|4200 W Alameda Ave. |Denver|CO|80219|USA|Real Estate (Non-Agent/Broker)|Owner|7/1/2024|Less than 20|0|Property manager, 3) Holly Rental Property | Investment Related:No|3254 S Holly St. Unit B|Denver|CO|80222|USA|Real Estate (Non-Agent/Broker)|Landlord|12/27/2025|Less than 20|0|maintenance and property management

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04
• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Other Names

• Melia Merie Baker
• Melia M Gray