William Harvey Marvel
Investment adviser representative at Baldwin Wealth Partners, LLC
18 yearsExperience
2 statesRegistered in
$2.3BFirm assets
46 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Baldwin Wealth Partners, LLCAug 2013 to now
- Baldwin Wealth Partners, LLC (f/k/a Baldwin Brothers, LLC)Sep 2008 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Baldwin Wealth Partners, LLC
$2.3BAssets managed
809Clients
17Advisers
46 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2301461
- Firm CRD
- 105343