Charles Baldwin has been an investment adviser representative at Baldwin & Clarke Advisory Services since January 1992, and is not listed among the firm’s executive officers or direct owners. Charles Baldwin holds a BA in Finance, With Honors from Northeastern University and an MBA from Amos Tuck School of Business at Dartmouth College.
Baldwin & Clarke Advisory Services LLC is a Bedford, NH firm with $466M under management, 294 clients and 4 advisers in one office, as of its July 2026 filing.
Chuck Baldwin is Co-Founder and Financial Advisor of Baldwin & Clarke. He co-founded the firm with Jack Clarke in 1971, originally based in Boston, Massachusetts, and the firm relocated to Bedford, New Hampshire in 1976. He focused on estate and life insurance planning. In 1983 he was appointed Chairman of the Board of the New Hampshire Retirement System, serving until 1996.
Professional designations
Listed by Baldwin & Clarke Advisory Services
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Charles Baldwin is registered as an investment adviser representative in 3 states. The first approvals date from January 1992; the most recent is Massachusetts, in December 2017.
- MaineSince 6 January 2015
- MassachusettsSince 5 December 2017
- New HampshireSince 1 January 1992
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 10 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 February 1987 |
| Series 1 | Registered Representative Examination | 12 March 1968 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Charles Henry Baldwin
- CRD
- 11143
- Firm
- Baldwin & Clarke Advisory Services · CRD 105666
- Office
- 1 Bedford Farms Drive, Suite 102, Bedford, NH 03110
- Registration
- Investment adviser registration
- In the industry since
- December 1991
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baldwinclarke.com
Where does Charles Baldwin work?
Charles Baldwin is an investment adviser representative registered through Baldwin & Clarke Advisory Services LLC since January 1992, and is not listed among the firm’s executive officers or direct owners.
Is Charles Baldwin a financial advisor?
Yes. Charles Baldwin has a current investment-adviser registration in Maine, Massachusetts and New Hampshire, through Baldwin & Clarke Advisory Services since January 1992.
How many years of experience does Charles Baldwin have?
Charles Baldwin has 34 years in the financial industry, since December 1991, across 1 adviser firm.
What exams has Charles Baldwin passed?
Charles Baldwin has passed 3 licensing exams: the Series 1, Series 63 and Series 24. The earliest, the Series 1, was passed in March 1968.
Where is Charles Baldwin based?
Charles Baldwin’s registered office is in Bedford, NH.
Is Charles Baldwin registered with FINRA?
No. Charles Baldwin has no current broker registration.
How can I verify Charles Baldwin’s record?
Search CRD 11143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Baldwin’s full registration record.