Joseph Thomas Alvarez
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
11 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
11 years in the industry.
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- The Capital Group Investment Advisory Services, LLCDec 2022 to Oct 2024
- Burtons Grill & BarJun 2022 to Nov 2023
- Northwestern MutualMay 2021 to Nov 2021
- Washington Wealth ManagementJan 2020 to Mar 2020
- University of Maryland-college ParkJul 2019 to Dec 2022
- Chick-fil-aFeb 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7222023
- Firm CRD
- 312284