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Daniel Ryan Baker

Trinity Capital Management, LLC

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About Daniel Ryan Baker

Daniel Ryan Baker is a financial advisor with Trinity Capital Management, LLC. Daniel has been in the industry since 2007. Daniel is a Certified Financial Planner, and specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Daniel is registered with the state of California as an Investment Advisor Representative.

Firm Information

Daniel Baker is currently registered with Trinity Capital Management, LLC. Trinity Capital Management, LLC is an investment advisor based in Santa Barbara, California. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. With over $413 million in regulatory assets under management, Trinity Capital Management specializes in helping clients achieve their long-term financial goals.
Trinity Capital Management, LLC

607 DE LA VISTA AVE.

SANTA BARBARA, CA 93103

$413.74M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Daniel Baker’s Registration & Firm History

CA

09/24/2013 - Present

Trinity Capital Management, LLC (ONTARIO CA)

CA

08/13/2008 - 10/11/2012

FINANCIAL NETWORK INVESTMENT CORPORATION (ONTARIO CA)

CA

01/14/2008 - 08/13/2008

PENSION PLANNERS SECURITIES, INC. (ONTARIO CA)

CA

11/16/2007 - 12/21/2007

NFP SECURITIES, INC. (ONTARIO CA)

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Licenses & Designations

BOTH

Issued 03/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Ryan Baker.
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