Kimberly Norris

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

• 11/2023 → 08/2025
  Global Advisor Group
  Reston, VA
• 05/2023 → 05/2025
  George Mason University
  Fairfax, VA
• 01/2013 → 11/2023
  Global Environmental Solutions
  Alexandria, VA
• 12/2023 → 08/2025
  Lpl Financial Llc
  Reston, VA
• 08/2025 → Present
  The Baldwin Group Wealth Advisors, Llc
  Tampa, FL

Other Businesses

George Mason University Non Investment Related Fairfax, VA Tutor W-2 employee Start date: 06/01/2024 Five hours monthly during non-trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-17