Andrew C. Baker

SUMMIT WEALTH PARTNERS

Naples, FL 34108

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CRD#: 5753450

Professional summary

Andrew Christopher Baker, CFP®, who also goes by Andrew Baker, is a registered financial advisor currently at SUMMIT WEALTH PARTNERS, LLC located in Naples, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew 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.

Edison Ave; Bonita Springs, FL; real estate agent; 8/2015 to present; not investment related; 20 hrs/month** ACB Advisory Group LLC;Bonita Springs,FL 33907;INVESTMENT RELATED;FIXED,DI,LTC;AGENT, Start: 05/2016; DBA Collegiate Funding Strategists; College Funding Planner, started 04/2018; 60HRS/MO;25HRS/MO combined DURING TRADING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Christopher 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

Start date: 2014

Experience

Current

December 3, 2018 - Present

SUMMIT WEALTH PARTNERS, LLC

Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

RIA

CRD#: 283648

Naples, FL

Past

December 6, 2017 - November 1, 2018

PELICAN WEALTH ADVISORS, LLC

RIA

CRD#: 153972

BONITA SPRINGS, FL

Past

October 19, 2015 - December 23, 2015

PELICAN WEALTH ADVISORS, LLC

RIA

CRD#: 153972

BONITA SPRINGS, FL

Past

August 16, 2013 - August 5, 2015

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

FORT MYERS, FL

Past

August 15, 2013 - August 5, 2015

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

FORT MYERS, FL

Past

February 28, 2013 - August 5, 2013

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

BONITA SPRINGS, FL

Past

August 31, 2010 - February 22, 2013

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BONITA SPRINGS, FL

Past

March 9, 2010 - August 27, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BONITA SPRINGS, FL

Past

February 23, 2010 - February 22, 2013

MML INVESTORS SERVICES, LLC

CRD#: 10409

BONITA SPRINGS, FL

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".

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 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.

Highlighted states indicate IAR registrations

IAR

California
(2/13/2024)

IAR

Colorado
(2/13/2024)

IAR

Florida
(12/3/2018)

IAR

Georgia
(5/2/2024)

IAR

Illinois
(2/13/2024)

IAR

Michigan
(2/13/2024)

IAR

New Jersey
(2/29/2024)

IAR

Ohio
(2/27/2024)

IAR

Pennsylvania
(2/13/2024)

IAR

Texas
(2/13/2024)

IAR

Virginia
(2/13/2024)

IAR

Wisconsin
(2/13/2024)

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: 3/1/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/5/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2010

General Securities Representative Examination

Current Firm

SUMMIT WEALTH PARTNERS, LLC

CRD#: 283648 / SEC#: 801-107751

RIA

Registered Investment Advisory firm - (5/12/2016 Approved)

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Contact information

Main Address

800 N. Orange Avenue Suite 302, Orlando, FL 32801

Mailing Address

Phone number

(407) 656-2252

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (3/28/2025)

WRAP FEE PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,966
AUM (Assets Under Management)	$ 629,747,362

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

Andrew C. Baker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PELICAN WEALTH ADVISORS, LLC

PELICAN WEALTH ADVISORS, LLC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

SUMMIT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2010

SIE

Date: 8/5/2015

Series 7

Date: 2/22/2010

Current Firm

SUMMIT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUMMIT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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