Chief Executive Officer · Baldwin Investment Management, LLC
Susan B. Gorelli
CRD 4376613 · 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 Susan B. Gorelli on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Baldwin Investment Management, LLCChief Executive OfficerWealth manager · West Conshohocken, PA · $1.3B in regulatory assets
AtlasMembers
Susan’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
- Christina M. McCloyChief Compliance 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 Susan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.