Gregg Fine
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
19 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- The Baldwin GroupOct 2024 to now
- The Capital Group Investment Advisory Services, LLCJan 2024 to Oct 2024
- Self EmployedJul 2023 to Dec 2023
- Creative Planning, LLCDec 2021 to Jun 2023
- Lockton Companies LLCAug 2019 to Dec 2021
- Lockton Financial Advisors, LLCAug 2019 to Dec 2021
- Nfp Securities, Inc.Oct 2007 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
The Baldwin Group Wealth Advisors, LLC
$27.3BAssets managed
2,134Clients
47Advisers
5 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
- 2498791
- Firm CRD
- 312284