Danielle
Lawrence
Leigh Baldwin & Co., LLC
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About this Advisor
Danielle Lawrence is a financial advisor based in Utica, New York, working with Leigh Baldwin & Co., LLC. Danielle has previously held positions at A Time For Me Day Spa, Sungevity Inc, Hand & Stone Spa, Time For Me Day Spa, Leigh Baldwin & Co, LLC, Visify LLC, and Leigh Baldwin & Co., LLC. Danielle has passed the Series 66 regulatory exam and is registered to provide services in New York and South Carolina. Currently, Danielle is part of Leigh Baldwin & Co., LLC, which operates out of Utica, 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 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
Danielle Lawrence Work History
Leigh Baldwin & Co., LLC
Visify LLC
Leigh Baldwin & Co, LLC
Time For Me Day Spa
Hand & Stone Spa
Sungevity Inc
A Time For Me Day Spa
Disclosures
Please visit the SEC profile of Danielle Lawrence 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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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.
