BV
Baker M. Vitale
BLACKROCK INVESTMENT MANAGEMENT
Atlanta, GA 30306
Some features on this profile are disabled
CRD#: 5685834
BV
Professional summary
Baker Morrison Vitale, who also goes by Baker M VItale, is a registered financial advisor currently at BLACKROCK INVESTMENT MANAGEMENT, LLC located in Atlanta, Georgia and BLACKROCK INVESTMENTS, LLC located in Atlanta, Georgia.
Baker is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Baker has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Baker M Vitale
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.
CRS (Client Relationship Summary) - RIA
Click below to view Baker Morrison Vitale's 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®
NoneExperience
Current
October 17, 2013 - Present
BLACKROCK INVESTMENT MANAGEMENT, LLC
Office #1: 725 Ponce De Leon Ave Ne, Atlanta, GA 30306RIA
CRD#: 108928
Atlanta, GA
Current
October 15, 2013 - Present
BLACKROCK INVESTMENTS, LLC
Office #1: 725 Ponce De Leon Ave Ne, Atlanta, GA 30306BD
CRD#: 38642
Atlanta, GA
Past
July 2, 2012 - October 8, 2013
NEUBERGER BERMAN BD LLC
RIA
CRD#: 2908
NEW YORK, NY
Past
June 18, 2012 - October 8, 2013
NEUBERGER BERMAN BD LLC
BD
CRD#: 2908
NEW YORK, NY
Past
February 23, 2011 - June 19, 2012
NEUBERGER BERMAN MANAGEMENT LLC
BD
CRD#: 5493
NEW YORK, NY
Past
August 4, 2009 - September 14, 2009
MAXIM GROUP LLC
BD
CRD#: 120708
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
Registered Investment Advisory firm - (11/9/1999 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/15/2013)
RR
Alaska(10/15/2013)
RR
Arizona(10/15/2013)
RR
Arkansas(10/15/2013)
RR
California(10/15/2013)
IAR
California(1/8/2020)
RR
Colorado(10/15/2013)
RR
Connecticut(10/15/2013)
RR
Delaware(10/15/2013)
RR
District of Columbia(10/15/2013)
RR
Florida(10/15/2013)
RR
Georgia(10/15/2013)
IAR
Georgia(10/24/2022)
RR
Hawaii(10/15/2013)
RR
Idaho(10/15/2013)
RR
Illinois(10/15/2013)
RR
Indiana(10/15/2013)
RR
Iowa(10/15/2013)
RR
Kansas(10/15/2013)
RR
Kentucky(10/15/2013)
RR
Louisiana(10/15/2013)
RR
Maine(10/15/2013)
RR
Maryland(10/15/2013)
RR
Massachusetts(10/15/2013)
RR
Michigan(10/15/2013)
RR
Minnesota(10/15/2013)
RR
Mississippi(10/15/2013)
RR
Missouri(10/15/2013)
RR
Montana(10/15/2013)
RR
Nebraska(10/15/2013)
RR
Nevada(10/15/2013)
RR
New Hampshire(10/15/2013)
RR
New Jersey(10/15/2013)
IAR
New Jersey(10/17/2013)
RR
New Mexico(10/15/2013)
RR
New York(10/15/2013)
RR
North Carolina(10/15/2013)
RR
North Dakota(10/15/2013)
RR
Ohio(10/15/2013)
RR
Oklahoma(10/15/2013)
RR
Oregon(10/15/2013)
RR
Pennsylvania(10/15/2013)
RR
Puerto Rico(10/15/2013)
RR
Rhode Island(10/15/2013)
RR
South Carolina(10/15/2013)
RR
South Dakota(10/15/2013)
RR
Tennessee(10/15/2013)
RR
Texas(10/15/2013)
RR
Utah(10/15/2013)
RR
Vermont(10/15/2013)
RR
Virgin Islands(10/15/2013)
RR
Virginia(10/15/2013)
RR
Washington(10/15/2013)
RR
West Virginia(10/15/2013)
RR
Wisconsin(10/15/2013)
RR
Wyoming(10/15/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BI
BLACKROCK INVESTMENT MANAGEMENT, LLC
BLACKROCK INVESTMENT MANAGEMENT LLC | QA ADVISERS LLC | MERRILL LYNCH QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-QUANTITATIVE ADVISERS | MERRILL LYNCH INVESTMENT MANAGERS-ALTERNATIVE STRATEGIES | MERRILL LYNCH INVESTMENT MANAGERS, LLC | MERRILL LYNCH INVESTMENT MANAGERS - FIXED INCOME | MERRILL LYNCH GLOBAL SECURITIES FINANCING | BLACKROCK INVESTMENT MANAGEMENT, LLC
CRD#: 108928 / SEC#: 801-56972
RIA
Registered Investment Advisory firm - (11/9/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 University Square Drive, Princeton, NJ 08540
Mailing Address
Phone number
(609) 282-2000
Established
Firm type
Fiscal year end
# of Employees
1,457
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48,659 |
| AUM (Assets Under Management) | $ 508,159,772,327 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 10/24/2024 | ||
| 01/26/2024 |
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.
