Dylan Wilson
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$27.3BFirm assets
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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
10 years in the industry.
- Simplicity InvestmentsSep 2026 to now
- The Baldwin GroupMay 2026 to now
- The Baldwin Group Wealth Advisors, LLCApr 2026 to now
- Cbs BrokerageApr 2026 to now
- Lasalle ST. Securities, LLCApr 2026 to Sep 2026
- Kestra Advisory Services, LLCAug 2024 to Apr 2026
- Kestra Investment Services, LLCAug 2024 to Apr 2026
- Ameriprise Financial Services, LLCDec 2021 to Aug 2024
- Ameriprise Financial Services, Inc.Feb 2020 to Nov 2021
- Edward JonesDec 2018 to Dec 2019
- Pet SupermarketMar 2018 to Nov 2018
- Alvin's IslandFeb 2018 to Mar 2018
- UnemployedMar 2017 to Feb 2018
- UpsNov 2016 to Mar 2017
- UnemployedOct 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
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
- 7043507
- Firm CRD
- 312284