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Charles Gerard Griffith

The Baldwin Group Wealth Advisors, LLC

Bethesda, MD

Tampa, FL

CRD 7984074

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Employer firm

The Baldwin Group Wealth Advisors, LLC CRD 312284

$27.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-15
  • MD RA
    APPROVED
    Since 2026-01-15

Branch Locations

6720-B Rockledge Drive Suite 400, Bethesda, MD 20817 • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Onedigital Investment Advisors Llc Overland Park KS 05/2024 08/2025
Coastal Carolina University Conway SC 08/2020 05/2024
Big Fish Grill Ocean View DE 05/2019 08/2023
G&E Grocery Store Bethany Beach DE 05/2017 08/2017
Gonzaga College High School Washington DC 08/2016 05/2020
The Baldwin Group Wealth Advisors, Llc Tampa FL 01/2026 Present
Unemployed Baltimore MD 08/2025 01/2026
  • 05/2024 → 08/2025
    Onedigital Investment Advisors Llc
    Overland Park, KS
  • 08/2020 → 05/2024
    Coastal Carolina University
    Conway, SC
  • 05/2019 → 08/2023
    Big Fish Grill
    Ocean View, DE
  • 05/2017 → 08/2017
    G&E Grocery Store
    Bethany Beach, DE
  • 08/2016 → 05/2020
    Gonzaga College High School
    Washington, DC
  • 01/2026 → Present
    Tampa, FL
  • 08/2025 → 01/2026
    Unemployed
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-22
  • S65 Uniform Investment Adviser Law Examination
    2025-10-22
Other Names
  • Charlie Griffith

View on SEC IAPD

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