Empower Advisory Group
47yrs
Top advisor by experience at Empower Advisory Group
25yrs
Keith Baier
Financial advisor at Moors & Cabot
Keith Baier is a fiduciary financial advisor in Englewood, Florida, with 25 years in the industry. Keith joined Moors & Cabot in 2022, after ten years at Wells Fargo Advisors and three years at Morgan Stanley. Keith holds the CFP® designation.
One of 32 advisors with offices in Englewood, and one of 28 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors in Florida
OfficeSeafoam Village 2800 Placida Rd Unit 103, Englewood, FL 34224
FirmMoors & Cabot
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$754,913
Advisors at the firm82
States licensed ?1 state
Services through Moors & Cabot
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMoors & Cabot, Inc.Current firm
- 2012 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2012Morgan StanleyPreviously
- Apr 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Keith
(800) 426-0501Firm headquarters in Boston, MA. Ask for Keith. Seafoam Village 2800 Placida Rd Unit 103Englewood, FL 34224Office · Get directions Facebook pageMoors & Cabot
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Keith
How do I contact Keith?
Call Moors & Cabot at (800) 426-0501 and ask for Keith Baier. Keith works from the Englewood, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2001, about 25 years. More experience than 72% of advisors in Florida.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Moors & Cabot reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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