Claim Profile
SH

Sharon Risley Halligan

LEIGH BALDWIN & CO., LLC·CAZENOVIA, New York
Unclaimed Profile
112 ALBANY STREET, CAZENOVIA, NY 13035CRD# 1074634Firm CRD# 38751
01

About

Sharon Risley Halligan is a registered financial advisor based in CAZENOVIA, New York, affiliated with LEIGH BALDWIN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEIGH BALDWIN & CO., LLC
LEIGH BALDWIN & CO., LLC
AUM
$232M
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: SOLICITOR/REFERRAL FEES FROM OTHER RIA'S
Regulatory
SEC/IARD CRD# 1074634
Firm CRD# 38751
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CAZENOVIA?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sharon Risley Halligan offer?
Sharon Risley Halligan specializes in Financial Planning, Investment Management. Contact their office in CAZENOVIA, New York for a consultation.
What are Sharon Risley Halligan's credentials?
Sharon Risley Halligan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Risley Halligan located?
Sharon Risley Halligan is based in CAZENOVIA, New York, working with LEIGH BALDWIN & CO., LLC. Their office serves clients in the CAZENOVIA metropolitan area and surrounding communities.
How does Sharon Risley Halligan charge for services?
Sharon Risley Halligan's firm is compensated through percentage of aum, other: solicitor/referral fees from other ria's. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEIGH BALDWIN & CO., LLC?
LEIGH BALDWIN & CO., LLC has approximately 18 employees and manages $232M 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 →
Browse by specialty