Advisor at Leigh Baldwin & CO., LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Leigh Baldwin & CO., LLC
Location
Cazenovia, NY 13035
Credentials
Series 65
Industry experience
43 years
$0 - $250,000: 1.55% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hybrid accounts may include stock commissions and other fees in addition to management fees; also brokerage commissions on trades
Hourly financial planning rates offered depending on service level and professional rendering the service
Account minimum: $50,000 Minimum fee: Minimum annual fees ranging from $50 to $350 depending on program type within the FMAX program Fee-only: Stand-alone financial planning fees generally start at $4,000 annually; hourly rates may also be charged depending on scope
Leigh Baldwin & CO., LLC
1997 - Present (29 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Oneida, NY
Edward Jones
CFP®, Series 66
East Syracuse, NY
Edward Jones
Series 66
Dewitt, NY
Edward Jones
Series 66
Fayetteville, NY
Merrill
Ryan Kowadla is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2008 as a financial advisor, Ryan has specialized in working with individuals and families to develop clear financial objectives and implement customized strategies. His client focus areas include employee benefits planning, family wealth management strategies, institutional consulting, and personal retirement planning. Ryan holds multiple professional designations, including Certified 401(k) Professional (C(k)P®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in business from Florida Atlantic University and a master's degree in business administration with a distinction in finance from Florida Gulf Coast University. A native of Southwest Florida, Ryan resides in Lakewood Ranch with his family. They enjoy spending time outdoors and visiting Disney World. His professional approach focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals.
Series 63, Series 65, Series 66
Cazenovia, NY
Dark Horse Wealth LLC
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
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