Michael
Woltman

Leigh Baldwin & Co., LLC

CRD#2001619
Investment Advisor
in Cazenovia, NY

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About this Advisor

Michael Woltman is a financial advisor operating out of Cazenovia, New York with 2 years of industry experience. Woltman is currently employed by Leigh Baldwin & Co., LLC. They have been with Leigh Baldwin & Co., Llc for their entire career. Woltman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York, Pennsylvania and Virginia. Leigh Baldwin & Co., LLC is a firm operating out of Cazenovia, NY. It has offices in 14 locations and a total of 21 people on staff. It controls $180 million in assets among its 642 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves four charitable organizations. Of its 642 customer accounts, just 6% are associated with high-net-worth investors who have at least $1 million in investable assets. The company offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on which service is offered. However, fees billed by Leigh Baldwin & Co., LLC may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

112 Albany Street
Cazenovia, NY 13035

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Leigh Baldwin & Co., LLC Brokerage Details

Total Assets Under Management

$179,985,619

NY Average: $7,464,549,021
Total Number of Employees

21

NY Average: 88
Total Number of Accounts

642

NY Average: 3,892
Average Account Size

$280,351

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Woltman Work History

Michael has been registered as a financial advisor for 2 years.*

1995 - Present (29 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.

Disclosures

Please visit the SEC profile of Michael Woltman 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

Fred Thomas
Fayetteville, NY
Daniel Duffy
Syracuse, NY
Alan Baldwin
Cazenovia, NY
Melissa Norwicke
Stanhope, NJ
Daniel Parkin
Cazenovia, NY
Mary Swan
Manlius, NY
Amy Jones
East Syracuse, NY
David Tenenbaum
Stanhope, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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