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Advisors / New Hampshire / Nashua
13yrs

Dylan Baker

Financial advisor at Raymond James Financial Services Advisors

Dylan Baker has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Nashua, New Hampshire. Dylan has been with Raymond James Financial Services Advisors since 2019; before that, Dylan spent a year at Fidelity Personal and Workplace Advisors and three years at Strategic Advisers. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 165 advisors with offices in Nashua, and one of 157 fiduciaries.

Nashua, NH 03063Fiduciary advisor

At a glance

Experience13 years (since 2014)
How that compares ?13 years in the industry
Office20 Trafalgar Square Suite 430, Nashua, NH 03063
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state

Services through Raymond James Financial Services Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2019 – now
  2. Jul 2018 – Jan 2019
    Fidelity Personal and Workplace AdvisorsPreviously
  3. 2015 – 2018

Questions to ask Dylan

Tailored to Dylan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Dylan

How do I contact Dylan?

Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Dylan Baker. Dylan works from the Nashua, NH office.

How long has Dylan been a financial advisor?

Dylan has been in the industry since 2014, about 13 years. 13 years in the industry.

What licenses does Dylan hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Dylan a fiduciary?

Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Dylan paid?

Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Dylan 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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