AdvisorOS Directory
Claim Profile
Unclaimed Profile
CB

Charles Henry Baldwin

BALDWIN & CLARKE ADVISORY SERVICES LLC·BEDFORD, New Hampshire
Clean recordBALDWIN & CLARKE ADVISORY SERVICES LLC
1 BEDFORD FARMS DR, BEDFORD, NH 03110CRD# 11143Firm CRD# 105666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Henry Baldwin · BEDFORD, NH
Registration
CRD #11143 · BALDWIN & CLARKE ADVISORY SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Henry Baldwin is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with BALDWIN & CLARKE ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Charles

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

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

03

Firm Overview

Firm
BALDWIN & CLARKE ADVISORY SERVICES LLC
BCAS
AUM
$346M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at BALDWIN & CLARKE ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 11143
Firm CRD# 105666
View on FINRA BrokerCheck →

Looking for a financial advisor in BEDFORD?

Browse all registered financial advisors in BEDFORD, New Hampshire or claim this profile if it's yours.

Browse BEDFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Henry Baldwin offer?
Charles Henry Baldwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Charles Henry Baldwin's credentials?
Charles Henry Baldwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Henry Baldwin located?
Charles Henry Baldwin is based in BEDFORD, New Hampshire, working with BALDWIN & CLARKE ADVISORY SERVICES LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Charles Henry Baldwin charge for services?
Charles Henry Baldwin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALDWIN & CLARKE ADVISORY SERVICES LLC?
BALDWIN & CLARKE ADVISORY SERVICES LLC has approximately 9 employees and manages $346M 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 →

More Advisors in BEDFORD, New Hampshire

Earle Nmn Goldin
ALTERNA CAPITAL PARTNERS LLC·BEDFORD, NH
Eric Carl Wilde
MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, NH
Robert Robbins
ROBBINS FARLEY LLC·BEDFORD, NH
Colleen Eleanor Farley
ROBBINS FARLEY LLC·BEDFORD, NH
Dan Pope Hagler
GRANITE STATE RETIREMENT PLANNING, INC.·BEDFORD, NH
Edward Charles Hiers
NORTHEAST PLANNING ASSOCIATES, INC.·BEDFORD, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)WOLFEBORO (7)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile