Raymond James Financial Services Advisors
46yrs
Top advisor by experience in Fairport
7yrs
Matthew Baker
Financial advisor at LPL Financial
Based in Fairport, New York, Matthew Baker is a fiduciary financial advisor with 7 years of industry experience. Matthew joined LPL Financial in 2025, after less than a year at Allstate Financial Advisors and a year at Sage, Rutty & CO.. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 123 advisors with offices in Fairport, and one of 98 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office6797 Pittsford Palmyra Road, Fairport, NY 14450
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowLPL Financial LLCCurrent firm
- May 2025 – Sep 2025Allstate Financial Advisors, LLCPreviously
- Jan 2024 – Dec 2024Sage, Rutty & CO., Inc.Previously
- Feb 2022 – Dec 2023LPL Financial LLCPreviously
- 2019 – 2022MerrillPreviously
Contact Matthew
6797 Pittsford Palmyra RoadFairport, NY 14450Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About Matthew
How do I contact Matthew?
Call LPL Financial at (704) 733-3300 and ask for Matthew Baker. Matthew works from the Fairport, NY office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew 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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