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Alicia Testani

Advisor at Leigh Baldwin & CO., LLC — Cazenovia, NY 112 Albany Street

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Cazenovia, NY 13035-0660

Leigh Baldwin & CO., LLC logo

Leigh Baldwin & CO., LLC

Team

Total advisors

18

Across 9 offices

Clients per advisor

38 Low

Avg AUM per client

$388,693 Very Low

HNW client ratio

10% Very Low

About

Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Order.co for five years and WB Mason for six years. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm’s investment approach combines fundamental and technical analysis, with a mix of strategies including long- and short-term positions and systematic ETF/mutual fund allocations, typically managed on a discretionary basis.

Client services

Based on Leigh Baldwin & CO., LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Leigh Baldwin & CO., LLC

Options & derivatives strategies Tax-loss harvesting

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Fee options

Percentage

$0 - $250,000: 1.55% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%

Commissions

Commissions and service fees may apply for trades, particularly in hybrid accounts and non-wrap fee programs.

Project-based

Financial planning may be provided on an hourly rate basis, depending on service scope and professional involved.

Other

Account minimum: $50,000 Minimum fee: FMAX Program minimum annual fees range from $30 to $50 depending on the program model selected. Fee-only: Stand-alone financial planning and consulting fees generally start at $4,000 annually; hourly rates may also apply and are negotiable.

Location

See office

Cazenovia, NY 112 Albany Street

112 Albany Street

Cazenovia NY 13035

Advisors at this office

9

Most active in

New York

Work history

1 year of industry experience

Leigh Baldwin & Co., LLC

2023 - Present • 3 years

Cazenovia, NY

Order.co

2018 - 2023 • 5 years

New York, NY

WB Mason

2012 - 2018 • 6 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica C

Series 63, Series 66

Chittenango, NY

Jessica Champion Investment Services

Jessica Champion is the principal of Jessica Champion Investment Services, an independent wealth management firm she founded in 2025. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at LPL Financial, Ameriprise Financial Services, and various other firms. Her firm provides wealth management and financial planning services to individuals and high-net-worth clients, offering ongoing investment advice and written financial plans covering retirement, estate, tax, college savings, business planning, insurance, and risk management. The firm uses a fee-only, discretionary model, combining modern portfolio theory with fundamental, technical, and charting analysis, and integrates behavioral finance coaching along with customizable socially responsible investing options.

Retirement income strategy General retirement planning Cash flow / budgeting
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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

Dark Horse Wealth LLC

Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 credentials and has 5 years of industry experience. Prior to founding Dark Horse Wealth, he worked at 1 St Discount Brokerage, Inc. He also serves as a referee during the months of September and October. Dark Horse Wealth LLC provides advisory services to individuals, pension and profit-sharing plans, and corporate clients. The firm focuses on retirement-plan work using discretionary investment supervisory services, financial planning, and hourly consulting, employing a combination of low-cost funds and tactical individual securities to meet client objectives.

Wealth management General retirement planning Income planning Annuities Passive / index investing
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Christopher R

Series 63, Series 65

Manlius, NY

Solid Point Wealth Advisors, LLC

Christopher Roop is a financial advisor at Solid Point Wealth Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Solid Point Wealth Advisors in 2022, he worked at Sandhill Investment Management for three years and Manning & Napier Advisors, LLC, as well as Manning & Napier Investor Services, Inc., for 15 years. Solid Point Wealth Advisors serves individuals, plan sponsors, not-for-profits, and businesses by offering discretionary portfolio management, model-portfolio implementation, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis and includes private placements and real estate investments in its offerings.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Douglas B

CFP®, CFA®, Series 63, Series 66

East Syracuse, NY

BPC Advisors LLC

Douglas Burns Jr. is a CFP® and CFA® credentialed financial advisor with five years of industry experience. He has worked at BPC Advisors LLC since 2016 and previously spent one year at Merrill. BPC Advisors LLC provides discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, and institutions. The firm emphasizes asset allocation using a quantitative, mean-variance framework to build diversified portfolios implemented primarily with ETFs and index-based mutual funds.

Wealth management College savings (529s, UTMA, etc.)
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Richard U

Series 63

E. Syracuse, NY

Summit Planning Group, Inc.

Richard Urciuoli is a financial advisor at Summit Planning Group, Inc. with 41 years of industry experience. He has worked at LPL Financial and its predecessor firms for over three decades before continuing his practice at Summit Planning Group, where he has been active since 1986. Urciuoli holds a Series 63 license. Summit Planning Group provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to manage accounts on a discretionary basis in accordance with client-specific investment policy statements.

Wealth management General retirement planning Cash flow / budgeting
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