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William Harvey Marvel

Baldwin Brothers LLC

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About William Harvey Marvel

William Harvey Marvel is an investment advisor representative with Baldwin Brothers LLC. William has been in the industry since 2003. William is registered with the state of Massachusetts, Kentucky and Texas. William has passed the Series 63, Series 65, Series 7 and Series 24 exams. William's previous firms include Silver Leaf Partners, LLC, Nutmeg Securities, LTD. and Waterhouse Securities, Inc.

Firm Information

William Marvel 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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William Marvel’s Registration & Firm History

MA

05/11/2020 - Present

Baldwin Brothers LLC (MARION MA)

NY

07/08/2004 - 01/05/2010

SILVER LEAF PARTNERS, LLC (NEW YORK NY)

NY

04/16/2003 - 07/12/2004

NUTMEG SECURITIES, LTD. (NEW YORK NY)

NA

08/02/1993 - 01/28/1994

WATERHOUSE SECURITIES, INC.

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Licenses & Designations

BC

Issued 04/18/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/13/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/2003

Series 24 - General Securities Principal Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Harvey Marvel.
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