# SHELLY HALFORD BAKER

SHELLY HALFORD BAKER is an investment adviser representative (IAR) with state registration records since 2005, appearing at 8 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COASTAL BRIDGE ADVISORS, LLC](https://search.stillhousedata.com/firm/152569) | 2026-07-09 | present | Yes |
| [WADDELL & ASSOCIATES, LLC](https://search.stillhousedata.com/firm/283723) | 2022-07-26 | 2026-07-16 | — |
| [B. RILEY WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/2543) | 2021-07-12 | 2022-03-31 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2019-07-01 | 2021-03-12 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2016-07-26 | 2017-08-28 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2014-10-06 | 2016-07-29 | — |
| [LEGACY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/108619) | 2009-10-09 | 2014-09-05 | — |
| [WADDELL & ASSOCIATES INC](https://search.stillhousedata.com/firm/105746) | 2005-02-16 | 2009-01-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2196517)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2196517.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.