The Baldwin Group Securities, LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
4
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 recorded as having completed SEC registration in 2024. Ownership is reported to involve both a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and flags it as not serving as a capital allocator. The firm is not identified as an active ESG investor, is not listed as a multi-state adviser, and is not noted as a pension consultant or a related adviser. FINTRX does not provide descriptive detail on the firm's business activities, advisory services, investment process, or client segments. There are no reported investment preferences, target allocations, or stated sector or strategy focuses in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Robert Campbell

    FinOpCRD 1349154

  • Trevor Harkness

    Trevor Harkness

    PartnerCRD 2634355

  • Priscilla Williams

    Priscilla Williams

    Operations ManagerCRD 1440001

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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