THE BALDWIN GROUP SECURITIES, LLC
Firm details
- Headquarters
- BETHESDA, Maryland
- CRD number
- 312876
- Registered since
- March 20, 2024
Firm profile
FINTRXOverview
The Baldwin Group Securities, LLC is organized as a limited liability company and is recorded by FINTRX as having completed SEC registration in 2024. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and does not list it as a capital allocator. According to the available data, the firm is not flagged as an active ESG investor, is not designated as a multi-state adviser, and is not marked as a pension consultant or a related adviser. FINTRX also indicates the firm is not a "newly formed adviser." No specific statements about fee schedules, target client segments, advisory services, or business activities were provided.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Robert Campbell
Territory ManagerCRD 1349154
TREVOR HARKNESS
PartnerCRD 2634355
Priscilla Williams
Operations ManagerCRD 1440001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BETHESDA, MD
MONTGOMERY
Location
BETHESDA, MD
Headquartered in BETHESDA, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 6720B Rockledge Dr
- Time zone
- ET (UTC-5)
- Office locations
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