Andrew
Macken
Baldwin Brothers LLC
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About this Advisor
Andrew Macken is a financial advisor based in Marion, Massachusetts, working with Baldwin Brothers LLC. Andrew has previously held positions at Oppenheimer & Co. Inc, Cottage Street Advisors, LLC, Baldwin Brothers Inc, and Seventwo, LLC. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Andrew is part of Baldwin Brothers LLC, which operates out of Marion, Massachusetts. The firm has 5 offices and 29 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Baldwin Brothers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Baldwin Brothers LLC Brokerage Details
$2,281,166,083
29
1,921
$1,187,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Macken Work History
Seventwo, LLC
Baldwin Brothers Inc
Cottage Street Advisors, LLC
Oppenheimer & Co. Inc
Disclosures
Please visit the SEC profile of Andrew Macken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baldwin Brothers LLC
Marion, MA
Marion, MA
Marion, MA
Marion, MA
Marion, MA
Mill Valley, CA
Marion, MA
Marion, MA
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