Peter Clarke has been Managing Member, Secretary of Baldwin & Clarke Advisory Services since June 2026, is a control person of the firm and directly owns under 5% of it. Peter Clarke holds a B.S. Finance from Babson 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.
Peter Clarke is President and Chief Operating Officer of BaldwinClarke. He has been part of the BaldwinClarke family since 2014 and provides strategic and operational guidance across the company's service lines. He works with the investment banking team and entrepreneurial clients on mergers and acquisitions, strategic advisory and valuation engagements. Before joining, he was a senior financial analyst at Triumph Investment Managers, LLC.
No adviser firm registrations are on Peter Clarke’s record.
Professional designations
Listed by Baldwin & Clarke Advisory Services
- Certified Merger and Acquisition Advisor (CM&AA)
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 2015 |
| Series 79 | Investment Banking Registered Representative Examination | 10 November 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Full name
- Peter Thomas Clarke
- CRD
- 6527811
- Firm
- Baldwin & Clarke Advisory Services · CRD 105666
- Role
- Managing Member, Secretary
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- baldwinclarke.com
Where does Peter Clarke work?
Peter Clarke has been Managing Member, Secretary of Baldwin & Clarke Advisory Services LLC since June 2026, and is a control person of the firm.
Does Peter Clarke have a current investment-adviser registration?
Peter Clarke has no current investment-adviser or broker registration.
What exams has Peter Clarke passed?
Peter Clarke has passed 2 licensing exams: the Series 79 and Series 63. The earliest, the Series 79, was passed in November 2015. FINRA credited Peter Clarke with the SIE, which began in October 2018.
Is Peter Clarke registered with FINRA?
No. Peter Clarke has no current broker registration.
How can I verify Peter Clarke’s record?
Search CRD 6527811 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Clarke’s full registration record.