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Wilton David Baker

Nautica Asset Management LLC

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About Wilton David Baker

Wilton Baker has been in the financial industry since 1993. Wilton's experience is with both Commonwealth Financial Network and Linsco/Private Ledger Corp.. Wilton is currently affiliated with Nautica Asset Management LLC and provides financial planning and portfolio management services for individuals. Wilton also holds a Series 65 and Series 63.

Firm Information

Wilton Baker is currently registered with Nautica Asset Management LLC. Nautica Asset Management LLC is an investment advisory firm based in New York, NY. The firm provides financial planning, pension consulting, and portfolio management services to individuals. They manage approximately $782,000 in assets for 22 clients. The firm has 1 licensed agent and 1 investment advisor representative.

$782,000

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Wilton Baker’s Registration & Firm History

MI

01/01/2025 - Present

Nautica Asset Management LLC (CANTON MI)

NY

08/04/2003 - 07/25/2005

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

MA

01/15/2002 - 07/10/2003

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

SC

01/06/1998 - 01/18/2002

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

MN

03/03/1993 - 01/06/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/03/1993 - 01/06/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/10/2001

Series 24 - General Securities Principal Examination

BC

Issued 03/01/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wilton David Baker.
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