Matthew Taylor Baldwin
Investment adviser representative at Wallace
11 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Matthew Taylor Baldwin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- WallaceFeb 2026 to now
- Wallace Finance Co.Apr 2025 to now
- UnemployedJan 2025 to Mar 2025
- Darcy & Devassy PcOct 2024 to Dec 2024
- UnemployedJun 2024 to Sep 2024
- Brown, Udell, Pomerantz & Delrahim Ltd.Sep 2023 to Feb 2024
- Acuna Law OfficesMar 2023 to Aug 2023
- Muddy Waters CapitalMay 2022 to Jun 2022
- Chicago-kent College of LawAug 2021 to May 2024
- United States NavyApr 2017 to Jun 2021
- Dex MediaJun 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wallace
Legal name: Wallace Finance Co.
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 8209530
- Firm CRD
- 340165