Michael Alvin Woltman

Employer firm

Leigh Baldwin & Co., LLC CRD 38751

$291M regulatory AUM 687 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1995 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY

Other Businesses

1/2000: Fixed Insurance licensed as needed; non investment related; no ownership. 1/2016: HAMILTON EMERALD ASSOCIATION; NON PROFIT BOARD, INVESTMENT RELATED, NO OWNERSHIP, 2 HRS/MONTH 1/2016: SAINT JAMES FINANCE COMMITTEE; CHURCH; 1 HR/MONTH, NO OWNERSHIP; INVESTMENT RELATED. 5/2021: Treasurer Cazenovia Tennis Club; 4 hrs/month, 0 during market hours; no ownership; non investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1990-11-19
• S63 Uniform Securities Agent State Law Examination
  1989-12-01

Other Names

• Michael A Woltman