Mary
Swan
Leigh Baldwin & Co., LLC
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About this Advisor
Mary Swan is a financial advisor based in Manlius, New York, working with Leigh Baldwin & Co., LLC. Mary has previously held positions at Miller Investment Management, Mml Investors Services, LLC, Morgan Stanley, Massmutual, Morgan Stanley Private Bank, National Association, and Leigh Baldwin & Co., LLC. Mary has passed the Series 66 regulatory exam and is registered to provide services in New York and Pennsylvania. Currently, Mary is part of Leigh Baldwin & Co., LLC, which operates out of Manlius, 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
Mary Swan Work History
Leigh Baldwin & Co., LLC
Mml Investors Services, LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Massmutual
Miller Investment Management
Disclosures
Please visit the SEC profile of Mary Swan 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
Manlius, NY
Utica, NY
Stanhope, NJ
Fayetteville, NY
Syracuse, NY
Cazenovia, NY
Cazenovia, NY
Cazenovia, NY
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