Steven Thomas Dean

Employer firm

Baldwin Wealth Partners, LLC CRD 105343

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 11/2014 → 04/2022
  Citizens Financial Group
  Medford, MA
• 04/2022 → 07/2022
  Unemployed
  Revere, MA
• 07/2022 → 09/2022
  Independent Contractor
  Revere, MA
• 09/2022 → 04/2023
  Beck Bode
  Dedham, MA
• 04/2023 → 07/2024
  Klr Investment Advisors, Llc
  Waltham, MA
• 07/2024 → Present
  Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
  Marion, MA

Previous Registrations

• 2023-06-14 → 2024-07-02
  Klr Investment Advisors, Llc
  Waltham, MA
  Providence, RI
• 2023-02-15 → 2023-04-25
  Beck Bode Llc
  Dedham, MA
• 2013-04-11 → 2014-07-14
  Citizens Securities, Inc.
  Canton, MA
• 2012-11-02 → 2013-04-03
  New England Securities
  West Hartford, CT
  New York, NY
• 2012-11-02 → 2013-04-03
  Tower Square Securities, Inc.
  West Hartford, CT
  New York, NY
• 2012-11-02 → 2013-04-03
  Msi Financial Services, Inc.
  West Hartford, CT
  Springfield, MA
• 2012-11-02 → 2013-04-03
  Walnut Street Securities, Inc.
  West Hartford, CT
  New York, NY
• 2011-03-14 → 2011-09-26
  Commonwealth Financial Network
  Waltham, MA
• 2005-03-03 → 2006-03-29
  Voya Financial Partners, Llc
  Hartford, CT
• 2004-10-06 → 2005-02-22
  Commonwealth Financial Network
  Waltham, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-30
• S63 Uniform Securities Agent State Law Examination
  2001-06-18