Financial ADVSR advisor directory · SEC adviser records
The Baldwin Group Wealth Advisors, LLC financial advisors in Florida
Every SEC-registered investment adviser representative at a The Baldwin Group Wealth Advisors, LLC office in Florida, by city and A to Z.
The short answer
12 registered advisors work at The Baldwin Group Wealth Advisors, LLC in Florida, out of 40 nationwide; it's the firm's number 2 state by advisors, and the most are in Tampa (9). 2 list the CFP designation and 5 are also registered broker representatives.
The Baldwin Group Wealth Advisors, LLC advisors by city in Florida
Every firm in Florida →The Baldwin Group Wealth Advisors, LLC advisors in Florida, A to Z
Search by name →- Joseph T. AlvarezTampa · Certified Financial Planner
- Jake CriciJacksonville
- Lewis S. EvansTampa
- Gregg FineTampa
- Sean W. HollandTampa
- Kenneth F. JewellDunedin
- Colm H. O'ConnorTampa
- Donald E. Roberts Jr.Tampa
- Christopher StaubTampa
- Tyler A. StewartTampa
- James SwiftTampa
- Dylan WilsonJacksonville · Certified Financial Planner
The Baldwin Group Wealth Advisors, LLC advisors in every state →The Baldwin Group Wealth Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
The Baldwin Group Wealth Advisors, LLC in other states
Questions
How many The Baldwin Group Wealth Advisors, LLC financial advisors are in Florida?
12 investment adviser representatives are registered at The Baldwin Group Wealth Advisors, LLC offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 40 at the firm nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.
Where in Florida does The Baldwin Group Wealth Advisors, LLC have the most advisors?
Tampa, with 9, then Jacksonville (2). The Baldwin Group Wealth Advisors, LLC has advisors in 3 cities in Florida.
How do I check a The Baldwin Group Wealth Advisors, LLC advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Baldwin Group Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.