Levi I. Baker
Professional summary
Levi Ivan Baker, who also goes by Levi Baker, is a registered financial advisor currently at SILVERHAVEN STRATEGIC WEALTH, LLC located in Austin, Texas.
Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Levi has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Levi Ivan Baker's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 4, 2026 - Present
SILVERHAVEN STRATEGIC WEALTH, LLC
November 9, 2023 - April 16, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 9, 2023 - April 16, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 8, 2022 - October 23, 2023
EDWARD JONES
June 8, 2022 - October 23, 2023
EDWARD JONES
January 20, 2022 - February 17, 2022
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2026)
Exams
Series 7TO
Date: 1/20/2022
General Securities Representative ExaminationCurrent Firm
SILVERHAVEN STRATEGIC WEALTH, LLC
CRD#: 340335 / SEC#:
Contact information
Red Flags
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