Dominique Marshee Peterson
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
- The Capital Group Investment Advisory ServicesSep 2024 to Oct 2024
- UnemployedApr 2024 to Sep 2024
- Bank of America, N.AJun 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Apr 2024
- Charles Schwab & Co., Inc.Mar 2019 to Apr 2022
- Charles Schwab BankMar 2019 to Apr 2022
- UnemployedNov 2018 to Mar 2019
- PNC BankApr 2018 to Nov 2018
- PNC InvestmentsApr 2018 to Nov 2018
- Fidelity Brokerage Services, LLCJan 2015 to Mar 2018
- University of North FloridaMay 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6107081
- Firm CRD
- 312284