Peter
Carchedi

Leigh Baldwin & Co., LLC

CRD#737016
Investment Advisor
in Utica, NY

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About this Advisor

Peter Carchedi is a financial advisor working out of Utica, New York with 2 years of relevant experience. Carchedi is an employee of Leigh Baldwin & Co., LLC. They have been with Leigh Baldwin & Co., Llc for their whole career. Carchedi holds a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in New York, Pennsylvania and South Carolina. Leigh Baldwin & Co., LLC is an advisory business based out of Cazenovia, NY. It has offices in 14 locations and a total of 21 people on staff. It administers $180 million in assets between its 642 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 642 client accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees depend on which services are offered. Fee types billed by Leigh Baldwin & Co., LLC can consist of any combination of asset-based and other fees.

Certifications and Registrations

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

2017 Genesee St.
Utica, NY 13501

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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

Peter Carchedi Work History

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

1997 - Present (27 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 Peter Carchedi 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

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