Leigh Baldwin & Co., LLC
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About this Advisor
Charles Sovik is a financial advisor based out of Cazenovia, New York who has 2 years of industry experience. Sovik works at Leigh Baldwin & Co., LLC. They have worked at Leigh Baldwin & Co., Llc for their entire career. Sovik holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in New Jersey and New York. Leigh Baldwin & Co., LLC is a business based out of Cazenovia, NY. The firm has offices in 14 locations and a total of 21 financial advisors. It controls $180 million in assets across its 642 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 642 customer accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees usually depend on which service is provided. However, fees billed by Leigh Baldwin & Co., LLC may include asset-based and other fees.
Certifications and Registrations
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Leigh Baldwin & Co., LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Charles Sovik Work History
Charles has been registered as a financial advisor for 2 years.*
Leigh Baldwin & Co., LLC
*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.
Please visit the SEC profile of Charles Sovik 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
East Syracuse, NY
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 firstname.lastname@example.org.
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