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Nathan D. Stewart

Baldwin Brothers LLC

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About Nathan D. Stewart

Nathan Stewart is a registered Investment Advisor Representative in Massachusetts and Texas. He has been in the financial industry since 2010 and is currently with Baldwin Wealth Partners, LLC (F/K/A Baldwin Brothers, LLC). Nathan holds Series 7 and Series 65 licenses. Nathan provides a range of services, including financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. Nathan Stewart has a strong track record of helping clients achieve their financial goals.

Firm Information

Nathan Stewart is currently registered with Baldwin Brothers LLC. Baldwin Brothers LLC is an investment advisor based in Marion, MA. They manage approximately $2.28 billion in assets for a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and selection of other advisors services.
Baldwin Brothers LLC

204 SPRING STREET

MARION, MA 02738

$2.28B

Assets Under Management

Not reported

Total Clients

16

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Management fees for limited partnerships

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Nathan Stewart’s Registration & Firm History

MA

04/26/2023 - Present

Baldwin Brothers LLC (MARION MA)

MA

12/02/2010 - 05/06/2013

AMERICAN RESEARCH & MANAGEMENT COMPANY (MARION MA)

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Licenses & Designations

IA

Issued 04/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/22/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan D. Stewart.
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