AdvisorOS Directory
Claim Profile
Unclaimed Profile
CB

Charles Henry Baldwin

BALDWIN & CLARKE ADVISORY SERVICES LLC·BEDFORD, New Hampshire
Series 1, Series 24, Series 63Clean record34 years registeredBALDWIN & 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 · 34 years registered
Brand Profile
Not yet started
01

Career History

BCAS
Jan 1992 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 63
Registration record
First registered · January 1, 1992
Years registered · 34
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALDWIN & CLARKE ADVISORY SERVICES LLC
CRD 105666 · SEC 801-25587
AUM
$346M
Regulatory assets under management
Employees
9
620 client accounts
Services offered by BALDWIN & CLARKE ADVISORY SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BALDWIN & CLARKE ADVISORY SERVICES LLC →
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 →

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

Edward Charles Hiers
NORTHEAST PLANNING ASSOCIATES, INC.·BEDFORD, NH
James Stephen Brophy
BROPHY WEALTH MANAGEMENT, LLC·BEDFORD, NH
CFP
Nicholas Bernard Rowe
FOCUS CAPITAL INC.·BEDFORD, NH
CFP
Colleen Eleanor Farley
ROBBINS FARLEY LLC·BEDFORD, NH
Kathryn Karen Lund-Wilde
MILESTONE FINANCIAL PLANNING, LLC·BEDFORD, NH
Robert Robbins
ROBBINS FARLEY LLC·BEDFORD, NH
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (75)CONCORD (22)MANCHESTER (12)HANOVER (10)WOLFEBORO (7)EXETER (7)NEW LONDON (7)KEENE (5)LEBANON (5)NASHUA (5)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideWOLFEBORO Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
Request removal of this profile