Charles Gerard Griffith
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
10 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
10 years in the industry.
- The Baldwin Group Wealth Advisors, LLCJan 2026 to now
- UnemployedAug 2025 to Jan 2026
- Onedigital Investment Advisors LLCMay 2024 to Aug 2025
- Coastal Carolina UniversityAug 2020 to May 2024
- Big Fish GrillMay 2019 to Aug 2023
- G&e Grocery StoreMay 2017 to Aug 2017
- Gonzaga College High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7984074
- Firm CRD
- 312284