Colm Henry donohue O'connor
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. LLCFeb 2026 to now
- Kelsey's Irish Restaurant and PubOct 2025 to Jan 2026
- Stoney River Steakhouse and GrillFeb 2024 to Jul 2025
- Towson UniversityAug 2023 to May 2025
- Brian Boru Irish Restaurant and PubMay 2023 to Aug 2023
- University of Colorado BoulderJan 2023 to May 2023
- Anne Arundel Workforce Development CorporationJun 2021 to Aug 2021
- Chipotle Mexican GrillApr 2021 to Aug 2022
- General PlatinumJun 2019 to Jan 2023
- Severna Park High SchoolAug 2018 to Jun 2021
- Severn Park Middle SchoolJan 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8234871
- Firm CRD
- 312284