Baldwin & Clarke Advisory Services, Inc.

Baldwin & Clarke Advisory Services, Inc. (CRD# 105666) is a financial advisory firm headquartered in Bedford, NH. They manage $170,757,690 in 404 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $422,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, TX

Financial Advisors at Baldwin & Clarke Advisory Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Charles H. Baldwin
CRD#: 11143
116b S River Road, Bedford, NH 03110
96
Wealthminder
score

Charles Baldwin (CRD# 11143) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 30 years of experience in the finance industry.

2
Sean P. Clarke
CRD#: 2445617
116b S River Rd, Bedford, NH 03110
93
Wealthminder
score

Sean Clarke (CRD# 2445617) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 23 years of experience in the finance industry.

3
Laura J. Robitaille
CRD#: 2662442
116b S River Rd, Bedford, NH 03110
93
Wealthminder
score

Laura Robitaille (CRD# 2662442) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 22 years of experience in the finance industry.

4
Noah W. Kabbara
CRD#: 6506590
116b South River Road, Suite 104, Bedford, NH 03110
87
Wealthminder
score

Noah Kabbara (CRD# 6506590) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has 1 year of experience in the finance industry.

5
Michael J. Kennedy
CRD#: 1070841
116b S River Road, Bedford, NH 03110
86
Wealthminder
score

Michael Kennedy (CRD# 1070841) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 34 years of experience in the finance industry. Michael Kennedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Scott D. Lavalley
CRD#: 2432273
116b S River Road, Bedford, NH 03110
86
Wealthminder
score

Scott Lavalley (CRD# 2432273) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 23 years of experience in the finance industry. Scott Lavalley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John J. Clarke
CRD#: 1048942
116b S River Rd, Bedford, NH 03110
73
Wealthminder
score

John Clarke (CRD# 1048942) is an Investment Advisor Representative working at Baldwin & Clarke Advisory Services, Inc. in Bedford, NH and has over 34 years of experience in the finance industry.

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