Susan G. Baldwin
Professional summary
Susan Gough Baldwin, CFP®, who also goes by Susan Stahley Gough, is a registered financial advisor currently at LEGACY WEALTH PARTNERS, LLC located in Lakewood, Colorado.
Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Susan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Susan Gough Baldwin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
March 3, 2025 - Present
LEGACY WEALTH PARTNERS, LLC
Office #1: 215 Union Blvd. Suite 215, Lakewood, CO 80228January 5, 2022 - June 30, 2023
DMK ADVISOR GROUP, INC.
January 27, 2015 - April 1, 2025
AVEO CAPITAL PARTNERS, LLC
January 2, 2015 - December 31, 2021
DMK ADVISOR GROUP, INC.
January 2, 2015 - June 30, 2023
DMK ADVISOR GROUP, INC.
December 6, 1999 - January 5, 2015
EQUITABLE ADVISORS, LLC
October 28, 1993 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
October 28, 1993 - January 5, 2015
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/3/2025)
Exams
Current Firm
LEGACY WEALTH PARTNERS, LLC
CRD#: 333032 / SEC#: 801-131757
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,001 |
| AUM (Assets Under Management) | $ 563,852,455 |
Red Flags
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