Martin Baker

CANBY FINANCIAL ADVISORS

FRAMINGHAM, MA 01701

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CRD#: 4663348

Professional summary

Martin Baker, CFP®, who also goes by Martin R Baker, Martin Robert Baker, is a registered financial advisor currently at CANBY FINANCIAL ADVISORS located in Framingham, Massachusetts.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Martin has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Martin R Baker | Martin Robert Baker

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) - RIA

Click below to view Martin Baker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 11, 2026 - Present

CANBY FINANCIAL ADVISORS

Office #1: 161 Worcester Road Suite 408, Framingham, MA 01701

RIA

CRD#: 338797

FRAMINGHAM, MA

Past

June 5, 2019 - February 2, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

FRAMINGHAM, MA

Past

January 18, 2019 - February 2, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

FRAMINGHAM, MA

Past

July 13, 2018 - January 7, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

March 10, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

January 27, 2017 - January 4, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

October 27, 2014 - August 25, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

CAMBRIDGE, MA

Past

October 15, 2014 - August 24, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

CAMBRIDGE, MA

Past

September 11, 2007 - October 10, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BOSTON, MA

Past

November 1, 2005 - October 10, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BOSTON, MA

Past

May 30, 2003 - October 13, 2005

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(2/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/29/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/28/2003

General Securities Representative Examination

Current Firm

CANBY FINANCIAL ADVISORS

CANBY FINANCIAL ADVISORS | CANBY FINANCIAL ADVISORS, LLC

CRD#: 338797 / SEC#: 801-134723

RIA

Registered Investment Advisory firm - (11/19/2025 120-Day Approval)

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Contact information

Main Address

161 Worcester Road Suite 408, Framingham, MA 01701

Mailing Address

Phone number

(508) 598-1082

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CANBY FINANCIAL ADVISORS ADV PART 2A 10-2025 (10/9/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Martin Baker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Baker's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2005

SIE

Date: 10/1/2018

Series 31

Date: 12/29/2006

Series 7

Date: 5/28/2003

Current Firm

CANBY FINANCIAL ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CANBY FINANCIAL ADVISORS

TRUST BUT VERIFY

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