Sung Bin joseph Park
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
13 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
13 years in the industry.
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- Equitable Advisors, LLCSep 2013 to now
- Burnham Gibson Wealth Advisors, LLCJan 2016 to Oct 2024
- AXA Advisors, LLCSep 2013 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 3192524
- Firm CRD
- 312284