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Chelsea Briann Dodson

Leigh Baldwin & CO., LLC

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About Chelsea Briann Dodson

Chelsea Dodson is a financial professional registered with Leigh Baldwin & Co., LLC. Chelsea is a licensed Introducing Broker/Dealer Financial Operations Principal. Chelsea has been in the financial industry for over 2 years. Chelsea's main focus is providing financial advice and portfolio management services for individuals and businesses.

Firm Information

Chelsea Dodson is currently registered with Leigh Baldwin & CO., LLC. Leigh Baldwin & CO., LLC is a Limited Liability Company headquartered in Cazenovia, NY, that was formed on January 31, 1995. The firm is registered with the SEC and offers investment advisory services, including financial planning, portfolio management for individuals, and selection of other advisers. The firm has approximately $232,011,373 in regulatory assets under management and serves a diverse clientele, including individuals, high-net-worth individuals, corporations, and charitable organizations.
Leigh Baldwin & CO., LLC

112 ALBANY STREET

CAZENOVIA, NY 13035

$232.01M

Assets Under Management

642

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees from other ria's

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Chelsea Dodson’s Registration & Firm History

NY

04/12/2021 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

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Licenses & Designations

BC

Issued 04/12/2021

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 11/19/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chelsea Briann Dodson.
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