The Baldwin Group Securities, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 312876
- Registered since
- March 20, 2024
Firm profile
FINTRXOverview
The Baldwin Group Securities, LLC is organized as a limited liability company that registered with the SEC in 2024. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified as Unclassified in the snapshot data and does not identify as a capital allocator or as an active ESG investor. It is not flagged as a multi-state adviser, pension consultant, related adviser, or newly formed adviser in the available record. The firm has not provided detail about client types, fee structures, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Robert Campbell
FinOpCRD 1349154
Trevor Harkness
PartnerCRD 2634355
Priscilla Williams
Operations ManagerCRD 1440001
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bethesda, MD
Montgomery
Location
Bethesda, MD
Headquartered in Bethesda, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Montgomery
- Address
- 6720 B Rockledge Dr
- Time zone
- ET (UTC-5)
- Office locations
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