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Nancy Sharon Kedem

Leigh Baldwin & CO., LLC

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About Nancy Sharon Kedem

Nancy Kedem is a registered representative with Leigh Baldwin & Co., LLC. Nancy has been in the financial services industry for over 10 years. Nancy is a Series 7, 63, and SIE licensed professional. Nancy is committed to providing her clients with personalized financial advice and guidance. Nancy is also a Registered Investment Advisor. Nancy has a strong background in financial planning and portfolio management. She has experience working with a variety of clients, including individuals, families, and businesses. Nancy is dedicated to helping her clients achieve their financial goals.

Firm Information

Nancy Kedem 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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Nancy Kedem’s Registration & Firm History

NY

09/03/2020 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

NY

10/18/2012 - 11/02/2020

KEDEM CAPITAL CORPORATION (MELVILLE NY)

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Licenses & Designations

BC

Issued 12/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Sharon Kedem.
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