Nathan D. Stewart
Investment adviser representative at Baldwin Wealth Partners, LLC
16 yearsExperience
2 statesRegistered in
$2.3BFirm assets
46 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Baldwin Wealth Partners, LLCApr 2023 to now
- Baldwin Wealth Partners, LLC (f/k/a Baldwin Brothers, LLC)Oct 2022 to now
- American Research & Management Co.Apr 2010 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Baldwin Wealth Partners, LLC
$2.3BAssets managed
809Clients
17Advisers
46 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
- 5789916
- Firm CRD
- 105343