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Craig R Dumas

Baldwin Brothers LLC

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About Craig R Dumas

Craig R. Dumas is a financial advisor with Baldwin Wealth Partners, LLC, a firm that provides financial advisory services to a variety of clients, including individuals, families, and businesses. Craig has been in the financial services industry for over 20 years and has a proven track record of success. He is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Craig is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Craig Dumas is currently registered with Baldwin Brothers LLC. Baldwin Brothers LLC is an investment advisor based in Marion, MA. They manage approximately $2.28 billion in assets for a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and selection of other advisors services.
Baldwin Brothers LLC

204 SPRING STREET

MARION, MA 02738

$2.28B

Assets Under Management

Not reported

Total Clients

16

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Management fees for limited partnerships

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Craig Dumas’s Registration & Firm History

MA

07/01/2024 - Present

Baldwin Brothers LLC (MARION MA)

RI

05/17/2006 - 10/28/2009

MULTI-FINANCIAL SECURITIES CORPORATION (PROVIDENCE RI)

RI

04/06/2005 - 02/15/2006

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

MN

05/18/2001 - 03/15/2005

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

BOTH

Issued 05/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 05/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig R Dumas.
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