Nicholas
Colarossi

Leigh Baldwin & Co., LLC

CRD#2351611
Investment Advisor
in Clarks Summit, PA

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About this Advisor

Nicholas Colarossi is a financial advisor operating in Clarks Summit, Pennsylvania who has 5 years of industry experience. Colarossi works at Leigh Baldwin & Co., LLC. They have spent their complete career at Leigh Baldwin & Co., Llc. Colarossi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Leigh Baldwin & Co., LLC is a registered investment company that has its headquarters in Cazenovia, NY. The firm has offices in 14 locations and a total of 21 advisors. It controls $180 million in total assets among its 642 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises four charities and foundations. Of its 642 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Leigh Baldwin & Co., LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fee types billed by Leigh Baldwin & Co., LLC likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

281 East Grove Street
Clarks Summit, PA 18411

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Leigh Baldwin & Co., LLC Brokerage Details

Total Assets Under Management

$179,985,619

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

21

PA Average: 88
Total Number of Accounts

642

PA Average: 3,892
Average Account Size

$280,351

PA Average: $1,917,921

Investment Advisory Services

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

Nicholas Colarossi Work History

Nicholas has been registered as a financial advisor for 5 years.*

2003 - Present (21 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 Nicholas Colarossi 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
Alan Baldwin
Cazenovia, NY
Daniel Duffy
Syracuse, 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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