Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Baldrige is an investment advisor representative with Modera Wealth Management, LLC. Edwin has been in the securities industry since 1982. Edwin has a Series 7, Series 24, and Series 63 license. Edwin is a CERTIFIED FINANCIAL PLANNER™ professional. Edwin also serves as the Board Treasurer for the Hawk Mountain Sanctuary and Sustainable Food Alliance. Edwin has experience working with a variety of clients, including individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Modera Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm provides a range of investment advisory services, including financial planning, portfolio management, and pension consulting.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
07/05/2023 - Present
Modera Wealth Management, LLC (ALLENTOWN PA)
NY
12/21/2000 - 04/25/2003
OCTAGON TRADING GROUP, LLC (NEW YORK NY)
NY
11/12/1997 - 12/31/1998
ALEXANDER, WESCOTT, & CO., INC. (UTICA NY)
PA
06/02/1993 - 11/10/1997
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
VA
02/17/1993 - 05/10/1993
ANGLO-AMERICAN INVESTOR SERVICES CORP. (CHARLOTTESVILLE VA)
BC
Issued 01/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 12/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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