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Melissa Norwicke

Leigh Baldwin & CO., LLC

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About Melissa Norwicke

Melissa Norwicke is an investment advisor representative at Leigh Baldwin & Co., LLC. Melissa has been in the industry since 2004 and has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Melissa is registered with the state of New Jersey and has a Series 66, Series 7, and SIE license. Melissa provides financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Melissa Norwicke 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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Melissa Norwicke’s Registration & Firm History

NJ

06/22/2022 - Present

Leigh Baldwin & CO., LLC (Stanhope NJ)

NJ

09/06/2013 - 12/15/2015

LPL FINANCIAL LLC (MINE HILL NJ)

NJ

01/14/2011 - 09/05/2013

1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)

NJ

09/16/2004 - 01/25/2011

LPL FINANCIAL LLC (COLUMBIA NJ)

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Licenses & Designations

BOTH

Issued 06/29/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Norwicke.
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