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Stefanie Lee Dorozynski

Leigh Baldwin & CO., LLC

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About Stefanie Lee Dorozynski

Stefanie Dorozynski is a registered representative with Leigh Baldwin & Co., LLC in Utica, NY. Stefanie has been in the securities industry since April 25, 2005 and holds several licenses including Series 4, 7, 24, 63, 99TO and SIE. Stefanie specializes in portfolio management for individuals and selection of other advisors.

Firm Information

Stefanie Dorozynski 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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Stefanie Dorozynski’s Registration & Firm History

NY

04/25/2005 - Present

Leigh Baldwin & CO., LLC (UTICA NY)

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Licenses & Designations

BC

Issued 04/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2013

Series 4 - Registered Options Principal Examination

BC

Issued 06/19/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stefanie Lee Dorozynski.
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