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Wayne Joseph Gross

Leigh Baldwin & CO., LLC

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About Wayne Joseph Gross

Wayne Gross is a financial advisor with over 27 years of experience in the industry. Wayne is a registered representative of Leigh Baldwin & Co., LLC and is currently licensed in Kentucky, Maryland, New York, Pennsylvania, South Carolina, and Virginia. Wayne has a Series 6 and Series 63 license and is also a holder of the SIE exam. Prior to joining Leigh Baldwin & Co., LLC, Wayne was employed by PFS Investments Inc. for 16 years. Wayne provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Wayne Gross 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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Wayne Gross’s Registration & Firm History

NY

02/07/2018 - Present

Leigh Baldwin & CO., LLC (ROCHESTER NY)

NY

08/23/2002 - 02/02/2018

PFS INVESTMENTS INC. (PORTAGEVILLE NY)

GA

03/09/1995 - 08/31/2001

PFS INVESTMENTS INC. (DULUTH GA)

NA

05/06/1994 - 12/31/1994

PFS INVESTMENTS INC.

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Licenses & Designations

BC

Issued 05/02/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Joseph Gross.
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