MB
Michael N. Baldwin
BALDWIN WEALTH PARTNERS
Marion, MA 02738
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CRD#: 1658183
MB
Professional summary
Michael Nmi Baldwin, who also goes by Michael Baldwin, is a registered financial advisor currently at BALDWIN WEALTH PARTNERS, LLC located in Marion, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Baldwin
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.
(1.) NAME OF OBA: THE BIOMED CENTER; ADDRESS OF OBA: PROVIDENCE, RI 02903; NATURE: BOARD TRUSTEE HELPING OVERSEE OPERATIONS OF THE CENTER; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD TRUSTEE; DUTIES: HELPED ESTABLISH THE CENTER, NOW ASSISTING WITH GENERAL OVERSIGHT; START DATE: 07/01/2024; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2; (2.) NAME OF OBA: STANTON CONDOMINIUM TRUSTEE; ADDRESS OF OBA: BROOKLINE, MA 02445; NATURE: CONDOMINIUM TRUSTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: TRUSTEE; DUTIES: MEMBER OF A BOARD WHO HAS CONTROL OVER THE ADMINISTRATION OF THE PROPERTY, SERVES THE BEST INTEREST OF THE CONDOMINIUM ASSOCIATION; START DATE: 01/30/2024; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: MARION INSTITUTE; ADDRESS OF OBA: MARION, MA 02738; NATURE: ENGAGING INDIVIDUALS AND COMMUNITIES IN ROOT CAUSE SOLUTIONS THAT ELEVATE HEALTH, FOOD, AND ENVIRONMENTAL EQUITY FOR ALL; INVESTMENT RELATED: NO; TITLE WITH OBA: BOARD MEMBER; DUTIES: WORKING WITH THE EXECUTIVE DIRECTOR AND FINANCIAL CONSULTANT ON SOURCES AND USES OF FUNDS, ALSO A MEMBER OF THE AUDIT COMMITTEE AND A KEY FUND RAISER; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2
CRS (Client Relationship Summary) - RIA
Click below to view Michael Nmi Baldwin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 14, 1994 - Present
BALDWIN WEALTH PARTNERS, LLC
Office #1: 204 Spring Street, Marion, MA 02738RIA
CRD#: 105343
Marion, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BALDWIN WEALTH PARTNERS, LLC
ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC
CRD#: 105343 / SEC#: 801-15418
RIA
Registered Investment Advisory firm - (7/1/1980 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(4/14/1994)
IAR
Texas(5/11/2020)
Exams
Current Firm
BW
BALDWIN WEALTH PARTNERS, LLC
ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC
CRD#: 105343 / SEC#: 801-15418
RIA
Registered Investment Advisory firm - (7/1/1980 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
204 Spring Street, Marion, MA 02738
Mailing Address
Phone number
(508) 748-0800
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,252 |
| AUM (Assets Under Management) | $ 2,411,954,815 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/14/2025 | ||
| 09/18/2024 | ||
| 12/07/2023 | ||
| 12/16/2022 |
Red Flags
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.
