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Stuart, David Baldwin (Boston)


Stuart, David Baldwin is an adviser based in Boston. It manages $29.51 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Massachusetts.

Stuart, David Baldwin provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stuart, David Baldwin: assets under management

The assets under management (AUM) of Stuart, David Baldwin is $29.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.51 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Stuart, David Baldwin for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Stuart, David Baldwin performs its advisory services is located at 50 Franklin St., Suite 403, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-261-6400 or by fax 617-261-6430. The normal business hours are 9 am to 4:30 pm on Monday - Friday.


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