KR

Kathryn S. Rowe

BALDWIN WEALTH PARTNERS
Marion, MA 02738
Some features on this profile are disabled
CRD#: 6915324
KR

Professional summary


Kathryn Shaw Rowe, CFP®, who also goes by Kathryn Crowley, Kate Rowe, is a registered financial advisor currently at BALDWIN WEALTH PARTNERS, LLC located in Marion, Massachusetts.

Kathryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kathryn has worked at 2 firms .

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kathryn Crowley | Kate Rowe

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Kathryn Shaw Rowe'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®
CFP®

Experience


Current

September 4, 2020 - Present

BALDWIN WEALTH PARTNERS, LLC

Office #1: 204 Spring Street, Marion, MA 02738
RIA
CRD#: 105343
Marion, MA
Past

February 20, 2018 - December 1, 2020

BARRY INVESTMENT ADVISORS, LLC

RIA
CRD#: 144955
NEW BEDFORD, 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
(9/22/2020)
IAR
Texas
(9/4/2020)

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)
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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 (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts2,252
AUM (Assets Under Management)$ 2,411,954,815

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/14/2025
09/18/2024
12/07/2023

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BALDWIN WEALTH PARTNERS, LLC

CRD#: 105343Marion, MA 02738

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