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Daniel Alfred Parkin

NEWMAN LADD CAPITAL ADVISORS, LLC.·CAMILLUS, New York
SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record19 years registeredNEWMAN LADD CAPITAL ADVISORS, LLC.
5100 WEST GENESEE STREET, CAMILLUS, NY 13031CRD# 1415780Firm CRD# 129860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Alfred Parkin · CAMILLUS, NY
Registration
CRD #1415780 · NEWMAN LADD CAPITAL ADVISORS, LLC. · 19 years registered
Brand Profile
Not yet started
01

Career History

LEIGH BALDWIN & CO., LLC
Jul 2022 – present
LEIGH BALDWIN & CO., LLC
Jan 2007 – present
NEWMAN LADD CAPITAL ADVISORS, LLC.
Aug 2021 – Jul 2022
CAMILLUS, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Series 99TO
Registration record
First registered · January 3, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEWMAN LADD CAPITAL ADVISORS, LLC.
CRD 129860 · SEC 801-79297
AUM
$86M
Regulatory assets under management
Employees
2
385 client accounts
Services offered by NEWMAN LADD CAPITAL ADVISORS, LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEWMAN LADD CAPITAL ADVISORS, LLC. →
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05

Frequently Asked Questions

What services does Daniel Alfred Parkin offer?
Daniel Alfred Parkin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CAMILLUS, New York for a consultation.
What are Daniel Alfred Parkin's credentials?
Daniel Alfred Parkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Alfred Parkin located?
Daniel Alfred Parkin is based in CAMILLUS, New York, working with NEWMAN LADD CAPITAL ADVISORS, LLC.. Their office serves clients in the CAMILLUS metropolitan area and surrounding communities.
How does Daniel Alfred Parkin charge for services?
Daniel Alfred Parkin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWMAN LADD CAPITAL ADVISORS, LLC.?
NEWMAN LADD CAPITAL ADVISORS, LLC. has approximately 2 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEWMAN LADD CAPITAL ADVISORS, LLC.

James Francis Mccarthy
CAMILLUS, NY
Robert Paul Mills
CAMILLUS, NY
Andrew T Moen
CAMILLUS, NY

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