Nicholes Baldwin, financial advisor Traverse City MI

Nicholes Baldwin

CRD Number: 6883237
Current Firm: Stonepath Wealth Management

Nicholes Baldwin (CRD# 6883237) is an Investment Advisor Representative working at Stonepath Wealth Management in Traverse City, MI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Spwm Advisors LLC Traverse City, MI Jan 2024 - Current < 1
Cambridge Investment Research, Inc. Traverse City, MI Oct 2019 - Dec 2023 4
Cambridge Investment Research Advisors, Inc. Traverse City, MI Oct 2019 - Dec 2023 4
Capital Asset Advisory Services Haslett, MI Jun 2018 - Oct 2019 1
Cg Financial Services Midland/traverse City, MI Oct 2017 - Oct 2019 2
Chemical Bank Midland, MI May 2017 - Aug 2017 < 1
Wolverine Bank Midland, MI Feb 2017 - May 2017 < 1
Northwood University Midland, MI Aug 2013 - May 2017 3
Chemical Bank Midland, MI May 2016 - Aug 2016 < 1
Lalonde's Midland, MI May 2015 - Feb 2016 < 1
Ridneour Painting Big Rapids, MI May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Nov 2019
Contact Info for Nicholes C. Baldwin
Phone Number: (231) 668-6999
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    178
    MILLIONS
  • Total Number of Accounts
    965
    ACCOUNTS
  • Average Account Value
    $184,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, KY, MI, NC, OH, TX

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