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Matthew T. Baldwin

WALLACE
Chicago, IL
CRD#: 8209530
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MB
Matthew Taylor BaldwinWALLACE

Professional summary

Matthew Taylor Baldwin, who also goes by Matt Baldwin, Matthew Baldwin, is a registered financial advisor currently at WALLACE located in Chicago, Illinois.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Matt Baldwin | Matthew Baldwin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Taylor Baldwin'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

February 23, 2026 - Present

WALLACE

RIA
CRD#: 340165
Chicago, IL

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
Illinois
(2/23/2026)
IAR
Texas
(2/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2026
Uniform Investment Adviser Law Examination

Current Firm

WA
WALLACE
WALLACE | WALLACE FINANCE CO.

CRD#: 340165 / SEC#: 801-135378

RIA
Registered Investment Advisory firm - (2/23/2026 120-Day Approval)
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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
(903) 571-7493
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WALLACE BROCHURE (2/16/2026)
0

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.

Company Information

WALLACE

CRD#: 340165Chicago, IL

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