Disclosures

DisclosuresMike Verminski2025-05-19T14:15:30-04:00

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

Check the background of this Firm or your Investment Professional on FINRA’s BrokerCheck.

Disclaimer
Advisory and Brokerage 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.

Stock quotes, commentary, and opinions presented in this site are for informational purposes only and should not be considered as a solicitation to buy or sell any security. Leigh Baldwin & Co., LLC does not guarantee the accuracy or completeness of the information or make any warranties regarding results from its usage.

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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