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 and financial planning to individuals (including high‑net‑worth clients) and a range of institutional clients such as pension plans, foundations, and trusts. The firm also offers standalone planning and consulting engagements and makes third‑party advisory programs available to clients, including Fidelity’s FMAX platform and custodial/platform services through Altruist, as well as a branded systematic investment program called Dollar Investment Club. The firm’s investment process blends fundamental and technical analysis, with a mix of long‑ and short‑term positions, occasional options strategies, and systematic ETF/mutual fund allocations; accounts are typically managed on a discretionary basis with regular reviews and the option to use third‑party managers or model portfolios. Leigh Baldwin & Co. also acts as an intermediary or solicitor for other registered investment advisers when clients are placed on outside advisory programs, and it integrates custodial platform tools into portfolio implementation and tax management where appropriate. What distinguishes the firm from many team‑level peers is its dual registration as both an SEC‑registered RIA and a FINRA broker‑dealer, its use of multiple custodial relationships and model marketplaces, and its affiliation and referral arrangements with other RIAs and broker‑dealers—along with advisors who frequently hold dual registrations and insurance licenses. The brochure also discloses a prior FINRA disciplinary matter related to OATS reporting and notes that the firm operates from multiple offices, which are less common features among similarly sized team 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.
You can also browse Leigh Baldwin & CO., LLC's office locations.
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