Baldwin Advisory

Q: What is Baldwin Advisory's official website?

Baldwin Advisory's official website is www.baldwinadvisoryllc.com

Q: What is Baldwin Advisory's Revenue?

Baldwin Advisory's revenue is <$5 Million

Q: What is Baldwin Advisory's NAICS code?

Baldwin Advisory's NAICS: 52,523

Q: How many employees does Baldwin Advisory have?

Baldwin Advisory has 11-50 employees

Q: What industry does Baldwin Advisory belong to?

Baldwin Advisory is in the industry of: Finance , Securities Trading

Q: What is Baldwin Advisory competition?

Baldwin Advisory top competitors include: Brian Claudia CPA

Q: What technology does Baldwin Advisory use?

Some of the popular technologies that Baldwin Advisory uses are: Google Universal Analytics, AppRiver, Microsoft 365, GoDaddy DNS

Q: How do I contact Baldwin Advisory?

Baldwin Advisory contact info: Phone number: (757) 227-4515 Website: www.baldwinadvisoryllc.com

Q: What does Baldwin Advisory do?

Clearstead Advisors, LLC, formerly known as Baldwin Advisory, LLC, is a Registered Investment Advisor based in Norfolk, VA. The firm specializes in intergenerational income tax, estate, and financial planning services tailored for corporate executives and high net worth individuals. Led by Shirley Baldwin, CPA, CFP, the team consists of eleven prof... essionals dedicated to providing comprehensive financial solutions. Clearstead Advisors aims to support clients in navigating complex financial landscapes through expert planning and advisory services. Read More

Q: Is Baldwin Advisory a public company?

Baldwin Advisory is private company therefore does not currently have an official ticker symbol

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

440 Monticello Ave Ste 1823A, Norfolk, V...

Phone Number

(757) 227-4515

Website

www.baldwinadvisoryllc.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Baldwin Advisory

Clearstead Advisors, LLC, formerly known as Baldwin Advisory, LLC, is a Registered Investment Advisor based in Norfolk, VA. The firm specializes in intergenerational income tax, estate, and financial planning services tailored for corporate executives and high net worth individuals. Led by Shirley Baldwin, CPA, CFP, the team consists of eleven professionals dedicated to providing comprehensive financial solutions. Clearstead Advisors aims to support clients in navigating complex financial landscapes through expert planning and advisory services.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Baldwin Advisory Org Chart

Dickie Baldwin

Chief Executive Officer

Phone

Jackie Cassada

Director, Information Technology

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Baldwin Advisory

<$5M

11-50

Private

2018

Dickie BaldwinCEO

Brian Claudia CPA

<$5M

11-50

Private

1987

John GoodwinPresident & CEO & Shareholder

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Baldwin Advisory Tech Stack

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Google Universal Analytics

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Frequently Asked Questions Regarding Baldwin Advisory

What is Baldwin Advisory's official website?

Baldwin Advisory's official website is www.baldwinadvisoryllc.com

What is Baldwin Advisory's Revenue?

Baldwin Advisory's revenue is <$5 Million

What is Baldwin Advisory's SIC code?

Baldwin Advisory's SIC: 62,628

What is Baldwin Advisory's NAICS code?

Baldwin Advisory's NAICS: 52,523

How many employees does Baldwin Advisory have?

Baldwin Advisory has 11-50 employees

What industry does Baldwin Advisory belong to?

Baldwin Advisory is in the industry of: Finance, Securities Trading

What is Baldwin Advisory competition?

Baldwin Advisory top competitors include: Brian Claudia CPA

What technology does Baldwin Advisory use?

Some of the popular technologies that Baldwin Advisory uses are: Google Universal Analytics, AppRiver, Microsoft 365, GoDaddy DNS

How do I contact Baldwin Advisory?

Baldwin Advisory contact info: Phone number: (757) 227-4515 Website: www.baldwinadvisoryllc.com

What does Baldwin Advisory do?

Is Baldwin Advisory a public company?

Baldwin Advisory is private company therefore does not currently have an official ticker symbol

See more information about Baldwin Advisory

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