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James Baldwin Robinson

MIDDLEBURY ASSET ADVISORS INC.·WEYBRIDGE, Vermont
Clean recordMIDDLEBURY ASSET ADVISORS INC.
1043 SHEEP FARM ROAD, WEYBRIDGE, VT 05753CRD# 1651804Firm CRD# 2107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Baldwin Robinson · WEYBRIDGE, VT
Registration
CRD #1651804 · MIDDLEBURY ASSET ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Baldwin Robinson is a registered financial advisor based in WEYBRIDGE, Vermont, affiliated with MIDDLEBURY ASSET ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MIDDLEBURY ASSET ADVISORS INC.
MIDDLEBURY ASSET ADVISORS INC.
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MIDDLEBURY ASSET ADVISORS INC. →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1651804
Firm CRD# 2107
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Baldwin Robinson offer?
James Baldwin Robinson specializes in Investment Management, Retirement Planning. Contact their office in WEYBRIDGE, Vermont for a consultation.
What are James Baldwin Robinson's credentials?
James Baldwin Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Baldwin Robinson located?
James Baldwin Robinson is based in WEYBRIDGE, Vermont, working with MIDDLEBURY ASSET ADVISORS INC.. Their office serves clients in the WEYBRIDGE metropolitan area and surrounding communities.
How does James Baldwin Robinson charge for services?
James Baldwin Robinson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MIDDLEBURY ASSET ADVISORS INC.?
MIDDLEBURY ASSET ADVISORS INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
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Research
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