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Joseph Charles Baer

Successful Portfolios LLC

Clearwater, FL

CRD 5866418

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Employer firm

Successful Portfolios LLC CRD 152429

$282M regulatory AUM 3 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Successful Portfolios Llc

611 Druid Road East Suite 407, Clearwater, FL 33756 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-01
  • FL RA
    APPROVED
    Since 2025-05-01

Branch Locations

611 Druid Road East Suite 407, Clearwater, FL 33756 • 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
Student Palm Harbor FL 01/2000 Present
Successful Portfolios Clearwater FL 09/2010 Present
  • 01/2000 → Present
    Student
    Palm Harbor, FL
  • 09/2010 → Present
    Successful Portfolios
    Clearwater, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-04
  • S65 Uniform Investment Adviser Law Examination
    2011-04-04

View on SEC IAPD

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