Daniel
Duffy
Leigh Baldwin & Co., LLC
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About this Advisor
Daniel Duffy is a financial advisor based in Syracuse, New York, working with Leigh Baldwin & Co., LLC. Daniel has previously held positions at Lpl Financial LLC, N B T Bank, N. A, Cadaret, Grant & Co., Inc, Solvay Bank, and Leigh Baldwin & Co., LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, and Texas. Currently, Daniel is part of Leigh Baldwin & Co., LLC, which operates out of Syracuse, New York. The firm has 11 offices and 18 employees. The firm manages assets totaling $232.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Leigh Baldwin & Co., LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leigh Baldwin & Co., LLC Brokerage Details
$232,011,373
18
957
$242,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Daniel Duffy Work History
Leigh Baldwin & Co., LLC
Cadaret, Grant & Co., Inc
Solvay Bank
N B T Bank, N. A
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Daniel Duffy 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
Utica, NY
Manlius, NY
Stanhope, NJ
Syracuse, NY
Fayetteville, NY
Cazenovia, NY
Cazenovia, NY
Cazenovia, NY
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