James Christopher Anselmo
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
21 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 yearsFirm in business
Are you James Christopher Anselmo? Claim your profile
Contact this firm
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
21 years in the industry.
- The Baldwin Group Wealth Advisors, LLCAug 2025 to now
- Principal Life Insurance CompanyDec 2005 to Aug 2025
- Principal Securities IncDec 2005 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
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
- 4189453
- Firm CRD
- 312284