The Baldwin Group Securities, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Bethesda, Maryland
CRD number
312876
Registered since
March 20, 2024

Firm profile

FINTRX

Overview

The Baldwin Group Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2024. Ownership is recorded as a mix of a domestic entity and an individual. The firm's regulatory classification in the available records is listed as unclassified. Available profile fields indicate the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide descriptions of the firm's client segments, fee model, core business activities, or specific advisory and investment approaches, so there is no public detail here about target clients or portfolio construction.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Trevor Harkness

    Trevor Harkness

    PartnerCRD 2634355

  • Robert Campbell

    FinOpCRD 1349154

  • Robert Trujillo

    Robert Trujillo

    Director of Financial ServicesCRD 6052608

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
6720 B Rockledge Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth