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Ellen O'gorman Stone

BALDWIN BROTHERS INC·MARION, Massachusetts
Unclaimed Profile
204 SPRING STREET, MARION, MA 02738CRD# 2903133Firm CRD# 105343
01

About

Ellen O'gorman Stone is a registered financial advisor based in MARION, Massachusetts, affiliated with BALDWIN BROTHERS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BALDWIN WEALTH PARTNERS, LLC
BALDWIN WEALTH PARTNERS, LLC
AUM
$2.3B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at BALDWIN WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: MANAGEMENT FEES FOR LIMITED PARTNERSHIPS
Regulatory
SEC/IARD CRD# 2903133
Firm CRD# 105343
No disclosures on file
View on FINRA BrokerCheck →

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05

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. Contact their office in MARION, Massachusetts for a consultation.
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, working with BALDWIN BROTHERS INC. Their office serves clients in the MARION metropolitan area and surrounding communities.
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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Other advisors in MARION
David Anson Barrett — BALDWIN BROTHERS INCTaylor Converse Baldwin — BALDWIN WEALTH PARTNERS, LLCJohn Leonard Mannix — BALDWIN WEALTH PARTNERS, LLCMichael Kim Davis — COTTAGE STREET ADVISORS, LLCMichael Baldwin — BALDWIN BROTHERS LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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