Todd Russell Stahl

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:

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

Current Employers

Employment History

• 11/2010 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2016 → 03/2021
  Burnham Gibson Wealth Advisors
  Irvine, CA
• 11/2010 → 04/2026
  Equitable Advisors, Llc
  New York, NY
• 01/2021 → 10/2024
  Burnham Gibson Wealth Advisors, Llc
  Irvine, CA
• 10/2024 → Present
  The Baldwin Group Wealth Advisors
  Irvine, CA
• 02/2016 → Present
  The Baldwin Group
  Irvine, CA
• 08/2026 → Present
  Simplicity Investments
  Summit, NJ

Previous Registrations

• 2016-02-02 → 2021-03-12
  Burnham Gibson Wealth Advisors, Inc.
  Irvine, CA
• 2011-01-19 → 2016-09-16
  Equitable Advisors, Llc
  Irvine, CA
• 2003-09-25 → 2007-10-12
  Equitable Advisors, Llc
  Irvine, CA
  Irvine, CA
• 2002-06-12 → 2003-08-26
  Msi Financial Services, Inc.
  San Diego, CA

Other Businesses

1.) THE BALDWIN GROUP - 2/1/16 -2211 Michelson Drive, Suite 471, Irvine, CA 92612 - Assistant, Service of existing cases, preparing & processing materials & paperwork for new cases, Invt Rel, Insurance business, 5 hrs/mo; 5 hrs/mo (during trading hours). 2.) THE BALDWIN GROUP WEALTH ADVISORS - 2/1/16 - 2211 Michelson Drive, Suite 471, Irvine, CA 92612 - Director of Wealth Mgmt, Trading, client service, management, investment due diligence, Invt Rel, RA business, 120 hrs/mo; 120 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2011-01-11
• S65 Uniform Investment Adviser Law Examination
  1999-12-03
• S63 Uniform Securities Agent State Law Examination
  1999-06-25

Other Names

• Todd Russell Stahl