Leigh Baldwin & Co., LLC
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About this Advisor
William Dolly is a financial advisor based in Cazenovia, New York who has 6 years of relevant experience. Dolly works at Leigh Baldwin & Co., LLC. They have spent their whole employment at Leigh Baldwin & Co., Llc. Dolly maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California, Connecticut and New York. Leigh Baldwin & Co., LLC is a registered investment firm based out of Cazenovia, NY. The company has offices in 14 locations and a total of 21 financial advisors. It has $180 million in assets across its 642 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves four charitable organizations. Of its 642 customer accounts, just 6% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees charged by Leigh Baldwin & Co., LLC most likely are comprised of some blend of 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
William Dolly Work History
William has been registered as a financial advisor for 6 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 William Dolly 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
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 email@example.com.
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