TrueAdvisor
TrueAdvisor
GF
GF

Gregg Laurence Fine

The Baldwin Group Wealth Advisors, LLC
28 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
The Baldwin Group Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only

Location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
The Capital Group Investment Advisory Services, LLC
April 2024 - October 2024 · 6 mos
Creative Planning
May 2023 - June 2023 · 1 mo
Lockton Investment Securities, LLCBroker
August 2019 - December 2021 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2007 - September 2019 · 11 yrs 11 mos
Sentinel Securities, INC.Broker
April 2004 - October 2007 · 3 yrs 6 mos
Financial Solutions International, LLCBroker
April 2001 - January 2004 · 2 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
January 1996 - April 2001 · 5 yrs 3 mos
Securities America, INC.Broker
November 1994 - March 1996 · 1 yr 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.