Martin Baker has been an investment adviser representative at Canby Financial Advisors since February 2026, and is not listed among the firm’s executive officers or direct owners. Martin Baker holds a BS in Finance from Bentley University.
Canby Financial Advisors, LLC is a Framingham, MA firm with $729M under management, 382 clients and 5 advisers in one office, as of its September 2026 filing.
Martin Baker is Financial Advisor and Director of Financial Planning of Canby Financial Advisors. He works with individuals, families and small-business owners on retirement, family and legacy planning, and helps business owners develop succession planning and exit strategies. His prior roles include Financial Advisor at UBS, Private Wealth Relationship Manager at Fidelity Investments, and Manager of Advanced Planning.
Martin Baker’s longest registration was 7 years at UBS Financial Services Inc. (2007–2014). Before joining Canby Financial Advisors in 2026, Martin Baker was registered through Commonwealth Financial Network and Fidelity Personal and Workplace Advisors.
- Canby Financial AdvisorsCurrent– present · under a yearFramingham, MA · Adviser representative · Firm CRD 338797
- Commonwealth Financial Network– · 6 yearsFramingham, MA · Adviser representative · Firm CRD 8032
- Fidelity Personal and Workplace Advisors– · under a yearBoston, MA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 104555
- Strategic Advisers, Inc.– · 1 yearCambridge, MA · Adviser representative · Firm CRD 104555
- UBS Financial Services Inc.– · 7 yearsBoston, MA · Adviser representative · Firm CRD 8174
Professional designations
Listed by Canby Financial Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Exit Planning Advisor (CEPA®)
Investment adviser representative registrations
Martin Baker is registered as an investment adviser representative in Massachusetts, since February 2026.
- MassachusettsSince 11 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 29 December 2006 |
| Series 66 | Uniform Combined State Law Examination | 16 November 2005 |
| Series 7 | General Securities Representative Examination | 28 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4663348
- Firm
- Canby Financial Advisors · CRD 338797
- Office
- 161 WORCESTER ROAD, SUITE 408, Framingham, MA 01701
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- canbyfinancial.com
Where does Martin Baker work?
Martin Baker is an investment adviser representative registered through Canby Financial Advisors, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Martin Baker a financial advisor?
Yes. Martin Baker has a current investment-adviser registration in Massachusetts, through Canby Financial Advisors since February 2026.
How many years of experience does Martin Baker have?
Martin Baker has 22 years in the financial industry, since December 2003, across 5 adviser firms.
What exams has Martin Baker passed?
Martin Baker has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in May 2003. FINRA credited Martin Baker with the SIE, which began in October 2018.
Where did Martin Baker work before Canby Financial Advisors?
Before Canby Financial Advisors, Martin Baker was registered through Commonwealth Financial Network, June 2019 to February 2026; Fidelity Personal and Workplace Advisors, July 2018 to January 2019; Strategic Advisers LLC, March 2017 to July 2018; Strategic Advisers, Inc., October 2014 to August 2016; UBS Financial Services Inc., September 2007 to October 2014.
Where is Martin Baker based?
Martin Baker’s registered office is in Framingham, MA.
Is Martin Baker registered with FINRA?
No. Martin Baker has no current broker registration.
Is Martin Baker a CFP?
Canby Financial Advisors lists Martin Baker with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Martin Baker’s record?
Search CRD 4663348 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Martin Baker’s full registration record.
- Susan BrodnickChief Compliance Officer
Christopher BordenFinancial Advisor, Managing Partner- Christopher GullottiFinancial Advisor, Partner