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DP
DP

Dominique Marshee Peterson

The Baldwin Group Wealth Advisors, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
The Baldwin Group Wealth Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only

Location

6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2022 - April 2024 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2022 - April 2024 · 2 yrs
Charles Schwab & CO., INC.
September 2020 - April 2022 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
April 2019 - April 2022 · 3 yrs
PNC InvestmentsBroker
June 2018 - November 2018 · 5 mos
Fidelity Brokerage Services LLCBroker
February 2016 - March 2018 · 2 yrs 1 mo
Ing Financial Advisers, LLCBroker
August 2012 - September 2012 · 1 mo
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.