Devin J Baker

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2022 → 07/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Woodstock, GA
• 12/2015 → 05/2019
  Bank Of America
  Tampa, FL
• 09/2019 → 04/2020
  Amazon Sort Center
  Jefferson, GA
• 04/2020 → 04/2021
  Suntrust/Truist
  Dawsonville, GA
• 04/2021 → 12/2022
  Allstate
  Marietta, GA
• 02/2023 → 07/2023
  Bank Of America, N.A.
  Woodstock, GA
• 07/2023 → 09/2024
  E*Trade From Morgan Stanley
  Alpharetta, GA
• 09/2023 → 09/2024
  Morgan Stanley
  Alpharetta, GA
• 09/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 06/2019 → 08/2019
  Unemployed
  Lawrenceville, GA
• 10/2024 → Present
  Bank Of America, N.A.
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2024-12-06
• S63 Uniform Securities Agent State Law Examination
  2024-05-13

Other Names

• Devin J Baker
• Devin Julien Baker
• Devin Julien Baker