THE BALDWIN GROUP WEALTH ADVISORS, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 312284). Regulatory assets under management: $27.3B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Trevor Lowry Baldwin | CEO/PRESIDENT | — |
| Darin Lee Gibson | MANAGING DIRECTOR | — |
| Bradford Lenzie Hale | CHIEF FINANCIAL OFFICER | — |
| Lisa Kim Estrada | CHIEF COMPLIANCE OFFICER | — |
| Christopher Michael Staub | PRACTICE PRESIDENT_MANAGING DIRECTOR | — |
| BJORDAHL BLAKE ALAN | CHIEF COMPLIANCE OFFICER | — |
| GIBSON JESSICA LEE | MANAGING PARTNER; VICE PRESIDENT | — |
| STEPHENS SCOTT CHRISTOPHER | CHIEF LEGAL OFFICER | — |
| STAUB CHRISTOPHER MICHAEL | MANAGING PARTNER | — |
| ESTRADA LISA KIM | CHIEF COMPLIANCE OFFICER | — |
| BALDWIN LOPER LOWRY | CEO/PRESIDENT; CHAIRMAN | — |
| Baldwin Trevor | CEO/PRESIDENT | — |
| Wiebeck Kris | CFO | — |
| Galbraith Daniel | CHIEF OPERATING OFFICER | — |
| Hale Bradford | CHIEF FINANCIAL OFFICER | — |
| HALE BRADFORD LENZIE | CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |