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Chief Compliance Officer · Baldwin Investment Management, LLC

Christina M. McCloy

CRD 5918956 · Named on Form ADV at one SEC-registered adviser

At a glance

Baldwin Investment Management, LLC, an SEC-registered wealth manager based in West Conshohocken, PA with $1.3 billion in regulatory assets, lists Christina M. McCloy on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Christina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Peter H. HavensChairman of Board of Managers, Baldwin Investment Management, LLC
  • Susan B. GorelliChief Executive Officer, Baldwin Investment Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.