Laura J. Robitaille

BCAS

Bedford, NH 03110

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CRD#: 2662442

Professional summary

Laura Jean Robitaille, who also goes by Laura Jean Macdonald, is a registered financial advisor currently at BCAS located in Bedford, New Hampshire.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Laura has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Jean Macdonald

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.

Home Depot, 129 March Ave, Manchester, NH 03103; Category: Retail Sales; Title: Special Services; Investment Related: No; Duties: Customer Service, Order Management; Start Date: 3/5/18; Hours Per Month: 80; Hours During Trading Hours: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Jean Robitaille's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 18, 1995 - Present

BCAS

Office #1: 1 Bedford Farms Dr, Suite 102, Bedford, NH 03110

RIA

CRD#: 105666

Bedford, NH

Past

November 29, 1995 - November 4, 1999

POLARIS FINANCIAL SERVICES, INC.

CRD#: 14521

CONCORD, NH

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".

BCAS

BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC

CRD#: 105666 / SEC#: 801-25587

RIA

Registered Investment Advisory firm - (10/25/1985 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

New Hampshire
(10/18/1995)

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

State Security Law Exam

IAR

Series 65

Date: 11/27/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/10/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/28/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BCAS

BALDWIN & CLARKE ADVISORY SERVICE LLC | BCAS | BALDWINCLARKE | BALDWIN & CLARKE ADVISORY SERVICES, INC. | BALDWIN & CLARKE ADVISORY SERVICES LLC

CRD#: 105666 / SEC#: 801-25587

RIA

Registered Investment Advisory firm - (10/25/1985 Approved)

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Contact information

Main Address

1 Bedford Farms Dr Suite 102, Bedford, NH 03110

Mailing Address

Phone number

(603) 668-4353

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03-20-25 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	638
AUM (Assets Under Management)	$ 388,068,315

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.

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Laura J. Robitaille

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Jean Robitaille's CRS (Customer Relationship Summary).

Certified licenses

Experience

BCAS

POLARIS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BCAS

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/2001

Series 63

Date: 10/10/1995

Series 6

Date: 11/28/1995

Current Firm

BCAS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BCAS

TRUST BUT VERIFY

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