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RIA / WealthAdvisorCertified Financial Planner20 years in industry

MARTIN BAKER

Advisor at CANBY FINANCIAL ADVISORS

FRAMINGHAM, MA

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Search this name across graphsid dfx:ria:3503eb9f-6d12-7b5b-d6a0-ec99a196bf7f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CANBY FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 16, 2005
First registration: Sep 11, 2007
Dual registered: no
Other names: MARTIN R BAKER|MARTIN ROBERT BAKER|MARTIN BAKER
IAPD individual key: 4663348

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CANBY FINANCIAL ADVISORS	Independent wealth	Feb 11, 2026	n/a	yes	FRAMINGHAM, MA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jun 5, 2019	Feb 2, 2026	no	WALTHAM, MA\|FRAMINGHAM, MA\|Chelmsford, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jan 7, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 10, 2017	Jul 13, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Oct 27, 2014	Aug 25, 2016	no	CAMBRIDGE, MA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 11, 2007	Oct 10, 2014	no	PEABODY, MA\|BOSTON, MA\|WEEHAWKEN, NJ\|BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	CANBY FINANCIAL ADVISORS	Feb 2, 2026	Feb 11, 2026	9	Firm change	Ibd to new firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Jan 7, 2019	Jun 5, 2019	149	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
UBS FINANCIAL SERVICES INC.	STRATEGIC ADVISERS LLC	Oct 10, 2014	Oct 27, 2014	17	Firm change	Wirehouse to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8032:338797:MA:2026-02-02	Feb 2, 2026	Feb 11, 2026	CHELMSFORD, MA	Firm change

Relationships

Registered with (5)

→ CANBY FINANCIAL ADVISORSRegistered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jun 5, 2019 to Feb 2, 2026factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jan 7, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 10, 2017 to Jul 13, 2018factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 11, 2007 to Oct 10, 2014factForm ADV

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
Martin Baker left Commonwealth Financial Network for Canby Financial Advisors (registered 2026-02-11)
Form ADVobserved 5 days ago