AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SB

Steven A. Baker

Some features on this profile are disabled
CRD#: 1485020
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Arthur Baker was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1986. Steven had worked at 13 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 4, 2010 - June 4, 2013

ALLIED BEACON PARTNERS, INC.

BD
CRD#: 46227
CORAL SPRINGS, FL
Past

August 5, 2005 - December 23, 2009

COMMUNITY BANKERS SECURITIES, LLC

BD
CRD#: 42794
RICHMOND, VA
Past

February 6, 2003 - September 12, 2005

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
DAYTON, OH
Past

November 13, 2001 - November 4, 2002

WILLIAM R. HOUGH & CO.

RIA
CRD#: 2235
PLANTATION, FL
Past

November 13, 2001 - November 4, 2002

WILLIAM R. HOUGH & CO.

BD
CRD#: 2235
ST. PETERSBURG, FL
Past

October 16, 2001 - November 14, 2001

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

April 7, 1999 - October 2, 2001

RYAN BECK & CO.

BD
CRD#: 3248
FLORHAM PARK, NJ
Past

June 10, 1998 - April 5, 1999

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

September 17, 1997 - April 16, 1998

FISERV INVESTOR SERVICES, INC.

BD
CRD#: 34637
HOUSTON, TX
Past

June 4, 1997 - September 17, 1997

LINK INVESTMENT SERVICES, INC.

BD
CRD#: 33367
Past

September 18, 1996 - June 5, 1997

NATIONSSECURITIES

BD
CRD#: 32542
Past

March 11, 1989 - September 20, 1996

COMPULIFE INVESTOR SERVICES, INC.

BD
CRD#: 21543
ST. CLOUD, MN
Past

October 11, 1988 - March 1, 1989

MABON, NUGENT & CO.

BD
CRD#: 2617
Past

October 28, 1987 - October 19, 1988

GRAYSTONE NASH, INC.

BD
CRD#: 10635
Past

April 25, 1986 - November 3, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


AB
ALLIED BEACON PARTNERS, INC.
ALLIED BEACON PARTNERS, INC. | WATERFORD INVESTOR SERVICES, INC. | ALLIED BEACON PARTNERS, INC. ADVISORY

CRD#: 46227 / SEC#: , 8-51357

BD
Terminated by SEC on 11/25/2013
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 08/03/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
BEACON AQUISITION PARTNERS, INCSHAREHOLDER
MATHER, ROBERT PHILIPPRESIDENT, CEO, CCO, CFO AND CORPORATE SECRETARY1764918

Disclosures


Regulatory Event6
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ALLIED BEACON PARTNERS, INC.

CRD#: 46227

TRUST BUT VERIFY

Monitor Steven Baker

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics