A complete list of active advisors currently associated with Leigh Baldwin & Co., LLC
Warmer can help you find a great advisor at Leigh Baldwin & Co., LLC or one who fits your needs even better.
Leigh Baldwin & Co., LLC provides discretionary portfolio management, financial planning, and consulting to a mix of individual clients (including high‑net‑worth individuals) and institutional clients such as pension plans, foundations, and trusts, managing approximately $290.6 million in client assets across its advisor team. The firm offers both firm‑managed accounts and access to third‑party programs (including Fidelity’s FMAX and Altruist model offerings) and may act as a solicitor to refer accounts to approved outside RIAs. The firm’s investment process combines fundamental and technical analysis and uses a mix of long‑ and short‑term positions, occasional options strategies, and a branded systematic program called Dollar Investment Club for recurring investments. In discretionary accounts advisors generally trade without prior consultation and may implement model portfolios or third‑party sleeves through wrap or integrated custodial platforms, bundling services across multiple managers when appropriate. Leigh Baldwin & Co. is dually registered as both an SEC‑registered investment adviser and a FINRA‑registered broker‑dealer, a structure that enables it to custody and execute trades through affiliated clearing relationships but also creates transaction‑based revenue streams and potential conflicts of interest. The firm discloses a prior FINRA disciplinary matter related to OATS reporting and also maintains insurance licensing and the ability to sell fixed annuities and other insurance products, distinctions that are less common among similarly sized advisory firms.
To learn more about the advisors currently working at Leigh Baldwin & Co., LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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