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William Edward Baker

Saybrus Equity Services, LLC

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About William Edward Baker

William Baker is a financial advisor who has been in the industry since 1981. Currently, he is affiliated with Saybrus Equity Services, LLC. Prior to joining this firm, William worked for Phoenix Equity Planning Corporation, WS Griffith Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Princor Financial Services Corporation, IDS Marketing Corporation, First Investors Corporation, and Pruco Securities Corporation. William specializes in investments.

Firm Information

William Baker is currently registered with Saybrus Equity Services, LLC. Saybrus Equity Services, LLC is a Limited Liability Company formed in October 2018. They are registered to conduct business in all 50 states and the District of Columbia, and have one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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William Baker’s Registration & Firm History

CT

09/15/2010 - Present

Saybrus Equity Services, LLC (HARTFORD CT)

PA

02/04/2009 - 09/17/2010

PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)

PA

03/05/2003 - 02/04/2009

PHOENIX EQUITY PLANNING CORPORATION (BLUE BELL PA)

CT

06/26/1995 - 01/22/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

IN

07/16/1992 - 06/23/1995

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

07/16/1992 - 06/23/1995

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

IA

06/29/1985 - 06/02/1992

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NA

03/28/1984 - 03/28/1985

IDS MARKETING CORPORATION

NA

06/04/1980 - 08/17/1983

FIRST INVESTORS CORPORATION

NA

10/27/1982 - 03/16/1983

PRUCO SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 04/30/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Edward Baker.
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