Charles Henry Baldwin
Professional Summary
Charles Henry Baldwin, who also goes by Chuck Baldwin, Skeet Baldwin, is a registered financial advisor currently at BCAS located in Bedford, New Hampshire. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Charles has worked at 6 firms and has passed the Series 63, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chuck Baldwin, Skeet Baldwin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
58 years in the financial services industry
Current & Past Employments
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Current Firm
BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC
Contact Information
Main Address
1 Bedford Farms Dr Suite 102, Bedford, NH 03110Phone Number
(603) 668-4353# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
631AUM (Assets Under Management)
$465,731,924Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC
State Registrations and Notice Filings
(1/6/2015)
(12/5/2017)
(1/1/1992)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Mar 1968Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Henry Baldwin's CRS (Customer Relationship Summary).
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