Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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
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Location

4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607

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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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Other Business Activities

Alvin is a registered investment advisor with The Baldwin Group Wealth Advisors, LLC, dedicating nearly full-time hours to this role. He is also an employee of The Baldwin Insurance Group, Inc. and a registered representative with Equitable Advisors, LLC, spending about 10-20% of his time on this.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
May 2022 - Present · 3 yrs 9 mos
Equitable Advisors, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Equitable Advisors, LLC
April 2022 - August 2022 · 4 mos
J.P. Morgan Securities LLC
June 2020 - April 2022 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
February 2020 - April 2022 · 2 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.