Disclosures

DisclosuresMike Verminski2024-10-23T13:47:26-04:00

Leigh Baldwin Advisory

Fidelity Managed Account Xchange (FMAX) Platform

• Fidelity Institutional Wealth Adviser LLC (“FIWA”)® Form ADV 2A Fidelity Managed Account Xchange® (“FMAX Brochure”)
• FIWA Client Relationship Summary (“FIWA Form CRS/ADV3”)
• Envestnet Asset Management Form ADV 2A (“ENV Brochure”) (FMAX implementation manager)
• Envestnet Asset Management Privacy Policy

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Disclaimer
Investment products and services offered through Leigh Baldwin & Co., LLC, Member FINRA/SIPC. Investments are NOT insured by the FDIC or any federal or state governmental agency, and are NOT deposits or other obligations of, or guaranteed by, Leigh Baldwin & Co., LLC or its affiliates. Investments are subject to investment risks, including the possible loss of principal value or amount invested. The investments have no bank guarantee.

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Content Disclaimer
All comments contained herein are for informational purposes only, and should not be considered as a solicitation to buy or sell any security. The firm does not guarantee the accuracy or completeness of the information or make any warranties regarding results from its usage.

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