Oneamerica Securities
46yrs
Top advisor by experience in Waltham
8yrs
Dabney Baum
Financial advisor at Wells Fargo Advisors
Dabney Baum is a fiduciary financial advisor in Waltham, Massachusetts, with 8 years in the industry. After five years at Ameriprise Financial Services and three years at Janney Montgomery Scott, Dabney joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Dabney holds the CFP® designation.
One of 494 advisors with offices in Waltham, and one of 431 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office130 Turner St Suite 800, Waltham, MA 02453
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2021 – 2026Ameriprise Financial Services, LLCPreviously
- 2018 – 2021Janney Montgomery Scott LLCPreviously
Questions to ask Dabney
Tailored to Dabney’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?
- 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
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About Dabney
How do I contact Dabney?
Call Dabney’s local office at (781) 472-7800 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Dabney Baum.
How long has Dabney been a financial advisor?
Dabney has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Dabney hold?
Series 66. Tap any license on this page to see what it allows.
Is Dabney a fiduciary?
Dabney is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dabney paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Dabney 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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