AdvisorOS Directory
Claim Profile
Unclaimed Profile
DB

David Anson Barrett

BALDWIN BROTHERS INC·MARION, Massachusetts
Clean record32 years registeredBALDWIN BROTHERS INC
204 SPRING STREET, MARION, MA 02738CRD# 1658184Firm CRD# 105343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Anson Barrett · MARION, MA
Registration
CRD #1658184 · BALDWIN BROTHERS INC · 32 years registered
Brand Profile
Not yet started
01

Career History

BALDWIN WEALTH PARTNERS, LLC
Apr 1994 – present
02

Registrations & Exams

Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALDWIN WEALTH PARTNERS, LLC
CRD 105343 · SEC 801-15418
AUM
$2.3B
Regulatory assets under management
Employees
29
1,921 client accounts
Services offered by BALDWIN WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BALDWIN WEALTH PARTNERS, LLC →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MARION?

Browse all registered financial advisors in MARION, Massachusetts or claim this profile if it's yours.

Browse MARION AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Anson Barrett offer?
David Anson Barrett specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARION, Massachusetts for a consultation.
What are David Anson Barrett's credentials?
David Anson Barrett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Anson Barrett located?
David Anson Barrett is based in MARION, Massachusetts, working with BALDWIN BROTHERS INC. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does David Anson Barrett charge for services?
David Anson Barrett's firm is compensated through percentage of aum, subscription fees, other: management fees for limited partnerships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALDWIN BROTHERS INC?
BALDWIN BROTHERS INC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BALDWIN BROTHERS INC

Ellen O'gorman Stone
MARION, MA
Eric Haakon Strand
MARION, MA
John Leonard Mannix
MARION, MA
Michael Baldwin
MARION, MA
Steven Thomas Dean
MARION, MA
Andrew Fletcher Mcintire
MARION, MA

More Advisors in MARION, Massachusetts

Michael Kim Davis
COTTAGE STREET ADVISORS, LLC·MARION, MA
Jason Bradford Haviland
COTTAGE STREET ADVISORS, LLC·MARION, MA
William Harvey Marvel
BALDWIN WEALTH PARTNERS, LLC·MARION, MA
Timothy Holmes Dyer
DYER CAPITAL MANAGEMENT, INC.·MARION, MA
William W. Klein
BALDWIN WEALTH PARTNERS, LLC·MARION, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
City Guides
BOSTON GuideWELLESLEY GuideWALTHAM GuideBRAINTREE GuideSPRINGFIELD Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile