Scott Baldwin
Advisor at Emg
Updated today
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.
About
Scott Baldwin is a financial advisor at Emg with 28 years of industry experience. He holds a Series 65 designation and has worked at Hazard & Siegel, Inc. since 2010. Baldwin serves as a board member of the Burlington Parks Foundation, where he is involved in fundraising efforts. Emg, also known as Essex Asset Management Group, Inc., provides individualized portfolio management and financial planning services to individuals, retirement accounts, trusts, estates, charities, and small businesses. The firm uses a tailored asset-allocation approach and offers discretionary portfolio management alongside non-discretionary financial planning.
Client services
Based on Emg
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Fee options
Comprehensive financial planning fixed fee between $800 and $2,000
0.5% to 1.00% (negotiable)
Commission offsets available when securities are sold through affiliated broker-dealer, used to offset advisory fees.
Minimum hourly planning fee is $300
Account minimum: $100,000
Location
1233 Shelburne Road, Suite C 2 B
South Burlington, VT 05403
Most active in
Scott B has reported serving >5 clients in these states in the last 12 months.
Vermont
Work history
Hazard & Siegel, Inc
2010 - Present (16 years)
Emg
1997 - Present (29 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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