Matthew Baehr
Matthew Baehr is a registered investment advisor at Raymond James & Associates, INC., based in Chandler, AZ, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3133 West Frye Road, Suite 410, Chandler, AZ, 85226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew owns rental properties and spends minimal time on this activity, relying on property managers for repairs and rentals. He also owns Sunbear Properties LLC, which currently holds no real estate but is being kept open for potential future investments.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations16 states
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