Leigh Baldwin & Company, LLC

Leigh Baldwin & Company, LLC (CRD# 38751) is a financial advisory firm headquartered in Cazenovia, NY. They manage $20,409,413 in 68 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    68
    ACCOUNTS
  • Average Account Value
    $300,138
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
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, NY, PA

Financial Advisors at Leigh Baldwin & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sam A. Curmaci
CRD#: 2725213
281 East Grove Street, Clarks Summit, PA 18411
93
Wealthminder
score

Sam Curmaci (CRD# 2725213) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Clarks Summit, PA and has over 21 years of experience in the finance industry.

2
William A. Dolly
CRD#: 2702063
112 Albany Street, Cazenovia, NY 13035
93
Wealthminder
score

William Dolly (CRD# 2702063) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 22 years of experience in the finance industry.

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