Dominique Marshee Peterson
Investment Adviser Representative at THE Baldwin Group Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Dominique Marshee Peterson is an investment adviser representative with The Baldwin Group Wealth Advisors, LLC in Bethesda, MD, where they have been registered since 2025. They have worked in the securities industry since 2017 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- University of North FloridaMay 2011 – Apr 2018Jacksonville, FL
- Fidelity Brokerage Services, LLCJan 2015 – Mar 2018Jacksonville, FL
- PNC InvestmentsApr 2018 – Nov 2018Pittsburgh, PA
- PNC BankApr 2018 – Nov 2018Jacksonville, FL
- Charles Schwab & Co., Inc.Mar 2019 – Apr 2022Washington, DC
- Charles Schwab BankMar 2019 – Apr 2022Washington, DC
- UnemployedNov 2018 – Mar 2019Houston, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 – Apr 2024Washington, DC
- Bank of America, N.AJun 2022 – Apr 2024Washington, DC
- The Capital Group Investment Advisory ServicesSep 2024 – Oct 2024Bethesda, MD
- The Baldwin Group Wealth Advisors, LLCOct 2024 – no end date reportedTampa, FL
- UnemployedApr 2024 – Sep 2024Arlington, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About THE Baldwin Group Wealth Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Risk management, insurance (personal and business), employee benefits, private risk management, wealth management, and retirement consulting.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Tampa, FL
- SEC file number:
- 801-120404
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 14, 2026
View full firm profileOther advisors at THE Baldwin Group Wealth Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dominique Marshee Peterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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