Brett Baldwin, financial advisor Baltimore MD

Brett Baldwin

CRD Number: 7462608
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Brett Baldwin (CRD# 7462608) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Baltimore, MD Dec 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Nov 2021 - Current < 1
Jpmorgan Chase & Company Newark, DE Jul 2021 - Nov 2021 < 1
University Of Maryland - College Park College Park, MD Aug 2017 - Jul 2021 3
University Of Maryland Enst Project Development Center College Park, MD Sep 2018 - May 2021 2
Jpmorgan Chase & Company Newark, DE Jun 2020 - Aug 2020 < 1
Kelly Benefits, Financial Advisors & Risk Management Annapolis, MD Jun 2019 - Aug 2019 < 1
Dixon Valve & Coupling Company Chestertown, MD Jun 2018 - Aug 2018 < 1
Redman Produce Farm Chestertown, MD May 2017 - Aug 2017 < 1
Caravel Academy Bear, MD Sep 2012 - May 2017 4
Monsanto Company Galena, MD Jun 2014 - Aug 2015 1
Kent School Chestertown, MD Sep 2011 - Sep 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Brett J. Baldwin
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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