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Curtis David Baker

Sage Advisory Services Ltd. Co.

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About Curtis David Baker

Curtis David Baker is an Investment Advisor Representative at Sage Advisory Services Ltd. Co. in Austin, TX. Curtis is a licensed Investment Advisor Representative with a focus on providing advice to individuals and institutions on a variety of investment matters, including portfolio management, pension consulting, and model provision strategies. Curtis has experience in the financial services industry, having previously worked at Etoro USA Securities Inc. and Kestra Investment Services, LLC. Curtis holds the Series 63, Series 66, Series 7TO, and SIE licenses.

Firm Information

Curtis Baker is currently registered with Sage Advisory Services Ltd. Co.. Sage Advisory Services Ltd. Co. is an investment advisor headquartered in Austin, TX. They manage approximately $22.7 billion in assets and serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm offers portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide pension consulting and model provision strategies.
Sage Advisory Services Ltd. Co.

5900 SOUTHWEST PARKWAY

AUSTIN, TX 78735-6202

$22.69B

Assets Under Management

15

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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model provision strategies

Model provision strategies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Baker’s Registration & Firm History

TX

05/10/2024 - Present

Sage Advisory Services Ltd. Co. (AUSTIN TX)

NJ

11/03/2021 - 02/01/2024

ETORO USA SECURITIES INC. (Hoboken NJ)

TX

02/25/2021 - 10/15/2021

KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)

TX

11/12/2020 - 01/28/2021

PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)

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Licenses & Designations

BOTH

Issued 05/10/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis David Baker.
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