David
Tenenbaum
Leigh Baldwin & Co., LLC
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About this Advisor
David Tenenbaum is a financial advisor working out of Stanhope, New Jersey with 2 years of industry experience. Tenenbaum works at Leigh Baldwin & Co., LLC. Throughout their career, Tenenbaum has worked at Linsco/Private Ledger Corp, Pfs Partners, LLC, Leigh Baldwin & Co., LLC and Squire Retirement Plan Services Inc. Tenenbaum holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Leigh Baldwin & Co., LLC is a financial advisory business that has its headquarters in Cazenovia, NY. It has offices in 14 locations and a total of 21 people on staff. It manages $180 million in assets across its 642 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 642 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Leigh Baldwin & Co., LLC may include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Leigh Baldwin & Co., LLC Brokerage Details
$179,985,619
21
642
$280,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Tenenbaum Work History
David has been registered as a financial advisor for 2 years.*
Leigh Baldwin & Co., LLC
Pfs Partners, LLC
Squire Retirement Plan Services Inc
Linsco/Private Ledger Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Tenenbaum 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 Leigh Baldwin & Co., LLC
Fayetteville, NY
Cazenovia, NY
Syracuse, NY
Stanhope, NJ
Cazenovia, NY
Manlius, NY
East Syracuse, NY
Clarks Summit, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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