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Mary Ellen Baldwin

MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION·INDIAN HARBOUR BEACH, Florida
Clean recordMARY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Ellen Baldwin is a registered financial advisor based in INDIAN HARBOUR BEACH, Florida, affiliated with MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION
BALDWIN & ASSOCIATES
AUM
$155M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3082166
Firm CRD# 129429
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Ellen Baldwin offer?
Mary Ellen Baldwin specializes in Financial Planning, Investment Management. Contact their office in INDIAN HARBOUR BEACH, Florida for a consultation.
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, working with MARY E. BALDWIN, CFP, PROFESSIONAL ASSOCIATION. Their office serves clients in the INDIAN HARBOUR BEACH metropolitan area and surrounding communities.
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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