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Danielle Ashley Lawrence

Leigh Baldwin & CO., LLC

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About Danielle Ashley Lawrence

Danielle Ashley Lawrence is a registered representative and investment advisor representative with Leigh Baldwin & Co., LLC. Danielle Lawrence is licensed in Georgia, New York and South Carolina and has been in the industry since November 2023. Danielle Lawrence holds the Series 7TO, Series 66 and SIE securities licenses. She is also registered in the states of New York and South Carolina. Leigh Baldwin & Co., LLC is a firm that provides financial planning, portfolio management for individuals and selection of other advisors. Danielle Lawrence is dedicated to providing comprehensive financial advice to her clients.

Firm Information

Danielle Lawrence 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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Danielle Lawrence’s Registration & Firm History

NY

05/28/2024 - Present

Leigh Baldwin & CO., LLC (UTICA NY)

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Licenses & Designations

BOTH

Issued 05/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Danielle Ashley Lawrence.
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