The Baldwin Group Securities, LLC
Firm details
- Headquarters
- Bethesda, Maryland
- CRD number
- 312876
- Registered since
- March 20, 2024
- Website
- baldwin.com
Firm profile
FINTRXOverview
The Baldwin Group Securities, LLC is organized as a limited liability company and is registered with the SEC as of 2024. Ownership is recorded as a mix of a domestic entity and an individual. The firm's regulatory classification in the available records is listed as unclassified. Available profile fields indicate the firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not provide descriptions of the firm's client segments, fee model, core business activities, or specific advisory and investment approaches, so there is no public detail here about target clients or portfolio construction.
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 5
Trevor Harkness
PartnerCRD 2634355
Robert Campbell
FinOpCRD 1349154

Robert Trujillo
Director of Financial ServicesCRD 6052608
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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