Robert Trujillo

THE BALDWIN GROUP WEALTH ADVISORS

IRVINE, CA 92614

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CRD#: 6052608

Professional summary

Robert Trujillo is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Irvine, California and THE BALDWIN GROUP SECURITIES, LLC located in Bethesda, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.The Baldwin Group Wealth Advisors, LLC Investment related-Registered Investment Adviser 2050 Main Street, Suite 510 Irvine, CA 92614 One hundred forty (plus) hours monthly - One hundred twenty hours monthly during securities trading hours (Employee of parent company The Baldwin Insurance Group, Inc. (through subsidiary The Baldwin Group Financial Services Holdings, LLC) [grouped under The Baldwin Group], 4211 W. Boy Scout Blvd., Suite 800, Tampa, FL 33607. Start Date: Oct 2021. 2.The Baldwin Group Securities, LLC, Investment related 6720-B Rockledge Drive, Suite 450, Bethesda MD 20817 Limited Broker Dealer, Investment related-Chief Compliance Officer Twenty five hours monthly, Ten hours monthly during securities trading 3. Tru Real Estate Solutions Inc. Investment related-Treasurer rental property entity

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Trujillo'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

August 15, 2022 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 2050 Main Street Suite 950, Irvine, CA 92614

RIA

CRD#: 312284

IRVINE, CA

Current

June 11, 2025 - Present

THE BALDWIN GROUP SECURITIES, LLC

Office #1: 6720-b Rockledge Drive Suite 450, Bethesda, MD 20817

CRD#: 312876

Bethesda, MD

Past

May 19, 2015 - June 2, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

IRVINE, CA

Past

August 26, 2014 - May 19, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

TARZANA, CA

Past

September 9, 2013 - July 22, 2014

LPL FINANCIAL LLC

CRD#: 6413

CHATSWORTH, CA

Past

October 1, 2012 - September 30, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

ENCINO, CA

Past

May 14, 2012 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

ENCINO, CA

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".

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

California
(8/15/2022)

Maryland
(7/23/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/13/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/11/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/28/2024

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA

Registered Investment Advisory firm - (2/26/2021 Approved)

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Contact information

Main Address

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607

Mailing Address

Phone number

(813) 934-2743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts	2,356
AUM (Assets Under Management)	$ 21,043,141,324

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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Advisor Monitoring

Firm Stability Insights

Robert Trujillo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Trujillo's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE BALDWIN GROUP SECURITIES, LLC

EQUITABLE ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2022

Series 63

Date: 6/21/2012

SIE

Date: 10/1/2018

Series 7

Date: 7/13/2015

Series 6

Date: 5/11/2012

Series 24

Date: 3/28/2024

FINRA

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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