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Daniel Peter Clark

Leigh Baldwin & CO., LLC

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About Daniel Peter Clark

Daniel Peter Clark is a financial advisor with Leigh Baldwin & CO., LLC, located in Cazenovia, NY. Daniel has been in the financial services industry since 2004 and holds Series 6 and Series 63 licenses. Daniel specializes in working with high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. In addition to traditional financial planning services, Daniel also provides portfolio management for individuals.

Firm Information

Daniel Clark 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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Daniel Clark’s Registration & Firm History

NY

11/26/2004 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

IL

06/25/2004 - 11/18/2004

MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)

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Licenses & Designations

BC

Issued 06/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Peter Clark. Review regulatory record here.
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