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Daniel Alfred Parkin

Leigh Baldwin & Co., LLC

Cazenovia, NY

Blossvale, NY

CRD 1415780

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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:

Current Employers
Leigh Baldwin & Co., Llc

112 Albany Street, Cazenovia, NY 13035 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-07
NC RA APPROVED 2024-03-28
VA RA APPROVED 2024-03-27
NY RA APPROVED 2022-07-13
  • MA RA
    APPROVED
    Since 2025-11-07
  • NC RA
    APPROVED
    Since 2024-03-28
  • VA RA
    APPROVED
    Since 2024-03-27
  • NY RA
    APPROVED
    Since 2022-07-13

Branch Locations

112 Albany Street, Cazenovia, NY 13035-0660 • UNITED STATES

Blossvale, NY • 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
Leigh Baldwin & Co., Llc Cazenovia NY 01/2007 Present
Newman Ladd Capital Advisors, Llc Camillus NY 01/2007 07/2022
Newman Ladd Capital Advisors, Llc. Camillus NY 07/2008 07/2022
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-14
S63 Uniform Securities Agent State Law Examination 1985-10-08
  • S65 Uniform Investment Adviser Law Examination
    2008-07-14
  • S63 Uniform Securities Agent State Law Examination
    1985-10-08

View on SEC IAPD

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