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Margaret Stoddard Murphy

Leigh Baldwin & CO., LLC

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About Margaret Stoddard Murphy

Margaret Stoddard Murphy is a Registered Representative and Investment Advisor Representative who has been in the securities industry since December 1988. Margaret has over 30 years of experience in the industry. She is currently registered with Leigh Baldwin & Co., LLC. Margaret has previously held positions at LIFEMARK SECURITIES CORP., NEW ENGLAND SECURITIES, ESSEX CAPITAL MARKETS, INC., and CUSHING CAPITAL CORPORATION.

Firm Information

Margaret Murphy 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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Margaret Murphy’s Registration & Firm History

NY

12/19/2007 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

NY

12/09/2004 - 12/18/2007

LIFEMARK SECURITIES CORP. (PENN YAN NY)

NY

09/09/1998 - 12/01/2004

NEW ENGLAND SECURITIES (NEW YORK NY)

NY

08/31/1995 - 09/08/1998

ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)

NA

12/12/1988 - 10/04/1995

CUSHING CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 12/02/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Stoddard Murphy.
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