Peter Marshall Baker

Employer firm

Preston Wealth Advisors, LLC. CRD 165983

$286M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Market timing
• Educational seminars

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

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

Current Employers

Employment History

• 07/2014 → Present
  Catoctin Wealth Management Llc
  Leesburg, VA
• 10/2023 → Present
  Preston Wealth Advisors, Llc
  Reston, VA

Previous Registrations

• 2014-07-22 → 2025-03-17
  Catoctin Wealth Management Llc
  Leesburg, VA
• 2006-02-24 → 2014-07-18
  Ameriprise Financial Services, Llc
  Leesburg, VA
  Vienna, VA
  Centreville, VA

Other Businesses

REAL ESTATE OWNERSHIP: SINGLE FAMILY, 5 HOMEWOOD LANE, WEST HARWICH,MA 02671, COMP:$1 TO $999. BOARDS OF DIRECTORS: RURITANS OF LUCKETTS, NON-PROFIT COMMUNITY AID GROUP 5013C, COMP:$0, HRS:1-9.

Exams

• S66 Uniform Combined State Law Examination
  2006-02-23