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 listed with an SEC registration year of 2024. The firm is identified as owned by a combination of a domestic entity and an individual and is classified in FINTRX as "Unclassified." Available reporting indicates the firm does not position itself as a capital allocator, does not identify as an active ESG investor, and does not list itself as a multi-state adviser. Public filings and the FINTRX snapshot provide limited detail on the firm's advisory activities, fee schedule, or client segments; those items were not reported in the source dataset.
Assets & Accounts
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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