Zachary J. Shirilla
Investment adviser representative at Baldwin Wealth Partners, LLC
10 yearsExperience
3 statesRegistered in
CFADesignation
$2.3BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Baldwin Wealth Partners, LLCMar 2022 to now
- Edgemoor Investment AdvisorsJan 2021 to Mar 2022
- Fai Wealth ManagementJan 2018 to Jan 2021
- UnemployedAug 2017 to Jan 2018
- First Commonwealth Trust & Wealth ManagementMar 2016 to Jul 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, PA, TX).
Baldwin Wealth Partners, LLC
$2.3BAssets managed
809Clients
17Advisers
46 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
- 8307904
- Firm CRD
- 105343