Mason Reza Ghodsi
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
11 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
11 years in the industry.
- The Baldwin Group Wealth Advisors, LLCJun 2025 to now
- PaycomSep 2024 to Apr 2025
- MedixOct 2022 to Sep 2024
- Lgcy PowerMay 2022 to Oct 2022
- Gao TekMay 2021 to Sep 2021
- James Madison UniversityAug 2018 to May 2022
- Jay Vending CompanyJun 2015 to Aug 2019
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
- 8116995
- Firm CRD
- 312284