Unclaimed Profile

John Leonard Mannix

BALDWIN WEALTH PARTNERS, LLC·MARION, Massachusetts

SIE, Series 7, Series 8, Series 24, Series 63, Series 65, Series 66Clean record19 years registeredBALDWIN WEALTH PARTNERS, LLC

204 SPRING STREET, MARION, MA 02738CRD# 2175667Firm CRD# 105343

Profile Verification

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

Identity

John Leonard Mannix · MARION, MA

Registration

CRD #2175667 · BALDWIN WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BALDWIN WEALTH PARTNERS, LLC

HARMONY WEALTH PARTNERS

Jun 2024 – Oct 2024

BOSTON, MA

BALDWIN BROTHERS LLC

Nov 2015 – Mar 2024

MARION, MA

OAKMONT PARTNERS, LLC

Oct 2006 – Sep 2010

BOSTON, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 10, 2006

Years registered · 19

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 John Leonard Mannix offer?

John Leonard Mannix specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are John Leonard Mannix's credentials?

John Leonard Mannix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Leonard Mannix located?

John Leonard Mannix is based in MARION, Massachusetts, last registered with BALDWIN WEALTH PARTNERS, LLC.

How does John Leonard Mannix charge for services?

John Leonard Mannix'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 WEALTH PARTNERS, LLC?

BALDWIN WEALTH PARTNERS, LLC 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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