Unclaimed Profile

Ellen O'gorman Stone

BALDWIN BROTHERS INC·MARION, Massachusetts

Series 7, Series 65Clean record28 years registeredBALDWIN BROTHERS INC

204 SPRING STREET, MARION, MA 02738CRD# 2903133Firm CRD# 105343

Profile Verification

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

Identity

Ellen O'gorman Stone · MARION, MA

Registration

CRD #2903133 · BALDWIN BROTHERS INC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALDWIN BROTHERS INC

BALDWIN BROTHERS INC

Nov 1997 – Dec 2017

MARION, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · November 24, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALDWIN WEALTH PARTNERS, LLC

CRD 105343 · SEC 801-15418

AUM

$2.3B

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Ellen O'gorman Stone offer?

Ellen O'gorman Stone specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Ellen O'gorman Stone's credentials?

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

Where is Ellen O'gorman Stone located?

Ellen O'gorman Stone is based in MARION, Massachusetts, last registered with BALDWIN BROTHERS INC.

How does Ellen O'gorman Stone charge for services?

Ellen O'gorman Stone'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.

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