Alan
Baldwin
Leigh Baldwin & Co., LLC
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About this Advisor
Alan Baldwin is a financial advisor based in Cazenovia, New York, working with Leigh Baldwin & Co., LLC. Alan has previously held positions at Leigh Baldwin & Co., LLC, Snow Phipps, Hamilton College, Putnam Retail Management, Riverfront Investment Group, and Alps Distributors, Inc. Alan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Currently, Alan is part of Leigh Baldwin & Co., LLC, which operates out of Cazenovia, 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 the 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
Alan Baldwin Work History
Leigh Baldwin & Co., LLC
Riverfront Investment Group
Riverfront Investment Group
Riverfront Investment Group
Alps Distributors, Inc
Putnam Retail Management
Leigh Baldwin & Co., LLC
Snow Phipps
Leigh Baldwin & Co., LLC
Hamilton College
Disclosures
Please visit the SEC profile of Alan Baldwin 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
Fayetteville, NY
Cazenovia, NY
Syracuse, NY
Cazenovia, NY
Cazenovia, NY
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