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Mary Ellen Baldwin

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION·INDIAN HARBOUR BEACH, Florida

Series 65Clean record28 years registeredMARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

2000 SOUTH PATRICK DRIVE #6, INDIAN HARBOUR BEACH, FL 32937CRD# 3082166Firm CRD# 129429

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Ellen Baldwin · INDIAN HARBOUR BEACH, FL

Registration

CRD #3082166 · MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – Apr 2025

INDIAN HARBOUR BEACH, FL

BUCKINGHAM STRATEGIC WEALTH, LLC

Nov 2020 – Nov 2024

INDIAN HARBOUR BEACH, FL

BALDWIN & ASSOCIATES

Jul 1998 – Oct 2020

INDIAN HARBOUR BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 23, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

CRD 129429 · SEC 801-88221

AUM

$155M

Regulatory assets under management

Employees

551 client accounts

Services offered by MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION →

Introduction

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Frequently Asked Questions

What services does Mary Ellen Baldwin offer?

Mary Ellen Baldwin specializes in Financial Planning, Investment Management.

What are Mary Ellen Baldwin's credentials?

Mary Ellen Baldwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Ellen Baldwin located?

Mary Ellen Baldwin is based in INDIAN HARBOUR BEACH, Florida, last registered with MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION.

How does Mary Ellen Baldwin charge for services?

Mary Ellen Baldwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION?

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION has approximately 5 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Nearby cities in Florida

MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)

City Guides

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Research

Advisor Fees in Florida National Fee Analysis

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