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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EB

Eric O. Baker

MEANS WEALTH MANAGEMENT
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 7031831
EB

Professional summary

Eric Ord Baker, who also goes by Eric Baker, is a registered financial advisor currently at MEANS WEALTH MANAGEMENT located in Greenville, South Carolina.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Eric has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eric 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 Eric Ord 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®
None

Experience

Current

November 13, 2019 - Present

MEANS WEALTH MANAGEMENT

Office #1: 325 Augusta Street, Greenville, SC 29601
RIA
CRD#: 2748
Greenville, SC
Past

March 28, 2019 - November 25, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENVILLE, SC
Past

February 19, 2019 - November 25, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENVILLE, SC

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".
MEANS WEALTH MANAGEMENT
MEANS WEALTH MANAGEMENT
MEANS INVESTMENT CO., INC. | MEANS WEALTH MANAGEMENT | MEANS INVESTMENT COMPANY

CRD#: 2748 / SEC#: 801-80992, 8-27458

RIA
Registered Investment Advisory firm - SEC (2/19/2015 Approved)
Maine
Registered Investment Advisory firm - SEC (2/24/2015 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (3/26/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (7/20/2005 Terminated)
BD
Terminated by SEC on 03/31/2019

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
South Carolina
(11/13/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/26/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/19/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/6/2018
Securities Industry Essentials Examination

Current Firm

MEANS WEALTH MANAGEMENT
MEANS WEALTH MANAGEMENT
MEANS INVESTMENT CO., INC. | MEANS WEALTH MANAGEMENT | MEANS INVESTMENT COMPANY

CRD#: 2748 / SEC#: 801-80992, 8-27458

RIA
Registered Investment Advisory firm - SEC (2/19/2015 Approved)
Maine
Registered Investment Advisory firm - SEC (2/24/2015 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (3/26/2007 Terminated)
New Hampshire
Registered Investment Advisory firm - SEC (7/20/2005 Terminated)
BD
Terminated by SEC on 03/31/2019
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
802 Stillwater Ave., Bangor, ME 04401-3614
Mailing Address
Phone number
+1 (207) 947-6763
Established
Maine since 10/01/1981
Firm type
Corporation
Fiscal year end
December
# of Employees
22

SEC notice filing (13 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MEANS WEALTH MANAGEMENT 2A & 2B BROCHURE (11/12/2025)

Direct owners and executive officers

NamePositionCRD#
MEANS, ZACHARY PAULCEO5002275
MEANS, PAUL BANWELLPRESIDENT330815
DUDLEY, JOHN RUSSELLSENIOR VICE PRESIDENT4410559
WOODBURY, ERIC GEORGECCO4931203

Regulatory assets under management

Total Number of Accounts3,302
AUM (Assets Under Management)$ 1,306,705,211

Disclosures

Regulatory Event2

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

MEANS WEALTH MANAGEMENT

MEANS WEALTH MANAGEMENT

CRD#: 2748Greenville, SC 29601

TRUST BUT VERIFY

Monitor Eric Baker

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

Similar Advisors

DM
Daniel MilksAdvisorCheck Check Mark
FIDUCIARY ORGANIZATION, LLC
IAR
Greenville, SC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.