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John Reid Shoemaker

Leigh Baldwin & CO., LLC

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About John Reid Shoemaker

John Shoemaker is a financial advisor with Leigh Baldwin & Co., LLC, with experience in the financial industry since 1989. John is registered with FINRA and is licensed in New York and Pennsylvania. John has worked with several firms in the industry before joining Leigh Baldwin & Co., LLC in 1995. John's area of expertise is financial planning and portfolio management. He is committed to helping clients achieve their financial goals.

Firm Information

John Shoemaker 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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John Shoemaker’s Registration & Firm History

NY

10/24/1995 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

NJ

12/01/1993 - 09/28/1995

CYGNET SECURITIES, INC. (WALDWICK NJ)

NA

08/31/1995 - 09/22/1995

LEIGH BALDWIN & CO., LLC

OH

01/04/1993 - 12/06/1993

KEY BROKERAGE COMPANY, INC. (CLEVELAND OH)

NA

01/03/1991 - 12/31/1992

INDEPENDENT FINANCIAL SECURITIES, INC.

NY

03/21/1989 - 10/16/1990

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/03/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/24/1989

Series 3 - National Commodity Futures Examination

BC

Issued 03/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Reid Shoemaker. Review regulatory record here.
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