Unclaimed Profile

Steven Thomas Dean

BALDWIN WEALTH PARTNERS, LLC·MARION, Massachusetts

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record21 years registeredBALDWIN WEALTH PARTNERS, LLC

204 SPRING STREET, MARION, MA 02738CRD# 4344419Firm CRD# 105343

Profile Verification

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

Identity

Steven Thomas Dean · MARION, MA

Registration

CRD #4344419 · BALDWIN WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

BALDWIN WEALTH PARTNERS, LLC

Jul 2024 – present

KLR INVESTMENT ADVISORS, LLC

Jun 2023 – Jul 2024

WALTHAM, MA

BECK BODE LLC

Feb 2023 – Apr 2023

DEDHAM, MA

CCO INVESTMENT SERVICES CORP.

Apr 2013 – Jul 2014

NORWOOD, MA

METLIFE SECURITIES INC.

Nov 2012 – Apr 2013

WEST HARTFORD, CT

NEW ENGLAND SECURITIES CORPORATION

Nov 2012 – Apr 2013

WEST HARTFORD, CT

TOWER SQUARE SECURITIES, INC.

Nov 2012 – Apr 2013

WEST HARTFORD, CT

WALNUT STREET SECURITIES, INC.

Nov 2012 – Apr 2013

WEST HARTFORD, CT

COMMONWEALTH FINANCIAL NETWORK

Mar 2011 – Sep 2011

WALTHAM, MA

ING FINANCIAL ADVISERS, LLC

Mar 2005 – Mar 2006

HARTFORD, CT

COMMONWEALTH FINANCIAL NETWORK

Oct 2004 – Feb 2005

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · October 6, 2004

Years registered · 21

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 Steven Thomas Dean offer?

Steven Thomas Dean specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARION, Massachusetts for a consultation.

What are Steven Thomas Dean's credentials?

Steven Thomas Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Thomas Dean located?

Steven Thomas Dean is based in MARION, Massachusetts, working with BALDWIN WEALTH PARTNERS, LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.

How does Steven Thomas Dean charge for services?

Steven Thomas Dean'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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