Brett Baldwin (CRD# 7462608) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 2 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Baltimore, MD | Dec 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore, MD | Nov 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- MD
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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