David Christopher Peppard
Investment adviser representative at Baldwin Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
27 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Baldwin Investment Management, LLCMar 2026 to now
- Haverford Financial Services, IncDec 2014 to Mar 2026
- Haverford Trust Securities, IncOct 2013 to Mar 2026
- The Haverford Trust CompanyOct 2013 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
Baldwin Investment Management, LLC
$1.3BAssets managed
284Clients
3Advisers
27 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
- 4551523
- Firm CRD
- 108922