Baldwin Brothers Inc.

Baldwin Brothers Inc. (CRD# 105343) is a financial advisory firm headquartered in Marion, MA. They manage $936,382,076 in 902 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    936
    MILLION
  • Total Number of Accounts
    902
    ACCOUNTS
  • Average Account Value
    $1,038,118
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, CO, CT, FL, IL, KY, MA, MD, ME, MN, MO, NC, NE, NH, NJ, NM, NY, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Baldwin Brothers Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Frank F. Brown
CRD#: 726605
353 West Main Street, Durham, NC 27701
93
Wealthminder
score

Frank Brown (CRD# 726605) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Durham, NC and has over 20 years of experience in the finance industry.

2
John L. Mannix
CRD#: 2175667
204 Spring Street, Marion, MA 02738
93
Wealthminder
score

John Mannix (CRD# 2175667) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has over 22 years of experience in the finance industry.

3
William H. Marvel
CRD#: 2301461
204 Spring Street, Marion, MA 02738
93
Wealthminder
score

William Marvel (CRD# 2301461) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has over 15 years of experience in the finance industry.

4
Ellen O. Stone
CRD#: 2903133
204 Spring Street, Marion, MA 02738
93
Wealthminder
score

Ellen Stone (CRD# 2903133) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has over 19 years of experience in the finance industry.

5
Dylan D. Sage
CRD#: 5894284
204 Spring Street, Marion, MA 02738
90
Wealthminder
score

Dylan Sage (CRD# 5894284) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has over 5 years of experience in the finance industry.

6
Adam D. Seitchik
CRD#: 5073769
353 West Main Street, Durham, NC 27701
90
Wealthminder
score

Adam Seitchik (CRD# 5073769) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Durham, NC and has 1 year of experience in the finance industry.

7
Michael Baldwin
CRD#: 1658183
204 Spring Street, Marion, MA 02738
87
Wealthminder
score

Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has 1 year of experience in the finance industry.

8
David A. Barrett
CRD#: 1658184
204 Spring Street, Marion, MA 02738
87
Wealthminder
score

David Barrett (CRD# 1658184) is an Investment Advisor Representative working at Baldwin Brothers Inc. in Marion, MA and has 1 year of experience in the finance industry.

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