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Edwin Rockefeller Baldrige

BALDRIGE ASSET MANAGEMENT LLC·ALLENTOWN, Pennsylvania
Series 7, Series 24, Series 63CFP25 years registeredBALDRIGE ASSET MANAGEMENT LLC
7540 WINDSOR DRIVE, ALLENTOWN, PA 18195CRD# 2295239Firm CRD# 108396

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edwin Rockefeller Baldrige · ALLENTOWN, PA
Registration
CRD #2295239 · BALDRIGE ASSET MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

MODERA WEALTH MANAGEMENT, LLC
Jul 2023 – present
BALDRIGE ASSET MANAGEMENT
Dec 2000 – Jun 2023
ALLENTOWN, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · December 15, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

1986Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
BALDRIGE ASSET MANAGEMENT LLC
CRD 108396 · SEC 801-57985
AUM
$540M
Regulatory assets under management
Employees
5
899 client accounts
Services offered by BALDRIGE ASSET MANAGEMENT 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 BALDRIGE ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Edwin Rockefeller Baldrige offer?
Edwin Rockefeller Baldrige specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are Edwin Rockefeller Baldrige's credentials?
Edwin Rockefeller Baldrige holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Edwin Rockefeller Baldrige located?
Edwin Rockefeller Baldrige is based in ALLENTOWN, Pennsylvania, working with BALDRIGE ASSET MANAGEMENT LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does Edwin Rockefeller Baldrige charge for services?
Edwin Rockefeller Baldrige'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 BALDRIGE ASSET MANAGEMENT LLC?
BALDRIGE ASSET MANAGEMENT LLC has approximately 5 employees and manages $540M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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