Paul J Cook
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- The Baldwin GroupAug 2022 to now
- Purshe Kaplan Sterling InvestmentsOct 2022 to Mar 2024
- The Capital Group Investment Advisory Services, LLCJul 2022 to Oct 2024
- Gwn Securities, Inc.Jun 2020 to Jul 2022
- Kades MargolisApr 2020 to Jul 2022
- Brinker CapitalJun 2011 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, VA).
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
- 2945801
- Firm CRD
- 312284