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Peter Gerard Carchedi

Leigh Baldwin & CO., LLC

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About Peter Gerard Carchedi

Peter Carchedi has been in the financial industry since 1982 and is currently registered as an Investment Advisor Representative with Leigh Baldwin & Co., LLC. Peter is also a registered representative of the firm. Peter has a Series 6 and a Series 65 licenses, and he is also licensed in several states. Peter has been working with Leigh Baldwin & Co., LLC since August 1997, providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Prior to joining Leigh Baldwin & Co., LLC, Peter worked at Berkshire Equity Sales, Inc., Carillon Investments, Inc., and PML Securities Company.

Firm Information

Peter Carchedi 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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Peter Carchedi’s Registration & Firm History

NY

01/06/2021 - Present

Leigh Baldwin & CO., LLC (CAZENOVIA NY)

OH

04/03/1995 - 08/12/1997

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

MA

04/27/1988 - 07/28/1994

BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)

NA

10/15/1986 - 12/15/1988

NEW ENGLAND SECURITIES CORPORATION

NA

10/26/1981 - 10/21/1986

PML SECURITIES COMPANY

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Licenses & Designations

IA

Issued 05/15/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Gerard Carchedi.
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