Dylan Wilson

THE BALDWIN GROUP WEALTH ADVISORS | Financial Advisor

JACKSONVILLE, FL 32224

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CRD#: 7043507

Professional summary

Dylan Wilson, who also goes by Dylan Cole Wilson, is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Jacksonville, Florida and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Dylan has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Services Offered

Investment Management

Retirement Planning

Specializations

ESG & Impact Investing

Aliases

Dylan Cole Wilson

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.) CBS BROKERAGE - 4/15/26 - 4233 Pablo Professional Court, Suite 201, Jacksonville, FL 32224 - Financial Advisor, Life insurance, annuity, DI for my clients, Invt Rel, Insurance business, 80 hrs/mo; 80 hrs/mo (during trading hours) 2.) THE BALDWIN GROUP WEALTH ADVISORS - 5/1/26 - 4233 Pablo Professional Court, Suite 201, Jacksonville, FL 32224 - IAR, Provide investment advice to clients on behalf of a RIA and is responsible for fiduciary planning, Invt Rel, RIA, 200 hrs/mo;140 hrs/mo (during trading hours). 3.) THE BALDWIN GROUP - 5/1/26 - 4233 Pablo Professional Court, Suite 201, Jacksonville, FL 32224 - Financial Advisor, Sell security products for a broker dealer, executes trades & provide investment recommendations under suitability standards, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Wilson'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

May 1, 2026 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 4233 Pablo Professional Professional Court Suite 201, Jacksonville, FL 32224

RIA

CRD#: 250

JACKSONVILLE, FL

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

Florida
(5/1/2026)

Florida
(9/4/2026)

Georgia
(9/4/2026)

Massachusetts
(9/4/2026)

New Hampshire
(9/4/2026)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 2/2/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 1/12/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 12/17/2018

Securities Industry Essentials 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 (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A_AA 03.2026 (8/14/2026)

Regulatory assets under management

Total Number of Accounts	2,651
AUM (Assets Under Management)	$ 27,276,204,735

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Dylan Wilson

Professional summary

Services Offered

Specializations

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

LASALLE ST SECURITIES, L.L.C.

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

THE BALDWIN GROUP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 2/2/2019

Series 7TO

Passed: 1/12/2019

SIE

Passed: 12/17/2018

FINRA

Current Firm

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE BALDWIN GROUP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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