Linda
Mcanelly
Leigh Baldwin & Co., LLC
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About this Advisor
Linda Mcanelly is a financial advisor based in Liverpool, New York, working with Leigh Baldwin & Co., LLC. Linda has previously held positions at Leigh Baldwin & Co., LLC, Financial Quest, Inc, and Prestige Investing LLC. Linda has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Linda is part of Leigh Baldwin & Co., LLC, which operates out of Liverpool, 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
Linda Mcanelly Work History
Prestige Investing LLC
Leigh Baldwin & Co., LLC
Financial Quest, Inc
Disclosures
Please visit the SEC profile of Linda Mcanelly 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
Cazenovia, NY
Fayetteville, NY
Syracuse, NY
Cazenovia, NY
Cazenovia, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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