Nolan Maximus Baldwin
Professional Summary
Nolan Maximus Baldwin, who also goes by Nolan Baldwin, is a registered financial advisor currently at STONEPATH WEALTH MANAGEMENT located in Traverse City, Michigan. Nolan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Nolan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nolan Baldwin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
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RAYMOND JAMES & ASSOCIATES, INC.
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Current Firm
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
Contact Information
Main Address
134 W State Street Suite 200, Traverse City, MI 49684Phone Number
(231) 668-6999# of Employees
13SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
608AUM (Assets Under Management)
$299,456,317Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
State Registrations and Notice Filings
(8/4/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Nolan Maximus Baldwin's CRS (Customer Relationship Summary).
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