Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leah? Claim Your ProfileLeah Adamucci is an investment advisor representative with Baldwin Wealth Partners, LLC (f/k/a Baldwin Brothers, LLC) located in MARION, MA. Leah Adamucci has been in the industry since February 2015 and has a Series 65 license. Leah Adamucci has passed the Uniform Investment Adviser Law Examination. Leah Adamucci specializes in providing portfolio management for individuals, businesses, and pooled investment vehicles. Leah Adamucci also provides financial planning services and helps clients select other advisors. Leah Adamucci has experience with high-net-worth individuals, charitable organizations, and corporations or other businesses.
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.
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.
Management fees for limited partnerships
1
2
NY
03/07/2022 - Present
Baldwin Brothers LLC (NEW YORK NY)
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Leah Adamucci is the right advisor for you? Invested Better is here to help.
