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CRD#: 312876
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for THE BALDWIN GROUP SECURITIES, LLC Comes From
Understanding the Statistics for THE BALDWIN GROUP SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
6720-b Rockledge Drive Suite 450, Bethesda, MD 20817
Mailing Address
6720-b Rockledge Drive Suite 450, Bethesda, MD 20817
Firm Size
Small
Phone Number
(866) 279-0698
Established
Florida since 04/12/2019
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| THE BALDWIN GROUP FINANCIAL SERVICES HOLDINGS, LLC | MANAGER | ||
| BALDWIN, TREVOR LOWRY | OWNER | ||
| CAMPBELL, ROBERT NMN | PRINCIPAL FINANCIAL OFFICER | 1349154 | |
| CAMPBELL, ROBERT NMN | FINANCIAL OPERATIONS PRINCIPAL | 1349154 | |
| HARKNESS, TREVOR DOUGLAS | CHIEF OPERATING OFFICER | 2634355 | |
| HARKNESS, TREVOR DOUGLAS | CHIEF EXECUTIVE OFFICER | 2634355 | |
| HARKNESS, TREVOR DOUGLAS | CHIEF COMPLIANCE OFFICER | 2634355 |
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Advisor's working at THE BALDWIN GROUP SECURITIES, LLC
RT
Robert Trujillo
IAR
RR
CRD#: 6052608
Location:
Irvine, CA 92614
Company:
THE BALDWIN GROUP WEALTH ADVISORS, LLC
Disclosures:
Experience:
13 years
TH
Trevor Douglas Harkness
IAR
RR
CRD#: 2634355
Location:
Ponte Vedra Beach, FL 32082
Company:
KESTRA ADVISORY SERVICES, LLC
Disclosures:
Experience:
30 years
RC
Robert Nmn Campbell
RR
CRD#: 1349154
Location:
Austin, TX 78759
Company:
FIRST PUBLIC, LLC
Disclosures:
Experience:
40 years
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