Kathryn Shaw Rowe
Investment Adviser Representative at Baldwin Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kathryn Shaw Rowe is an investment adviser representative with Baldwin Wealth Partners, LLC in Marion, MA, where they have been registered since 2020. They have worked in the securities industry since 2018 and were previously registered with Barry Investment Advisors, LLC. They are registered to provide investment advice in Massachusetts and Texas.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
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.
- Barry Investment Advisors, LLCJan 2018 – May 2020New Bedford, MA
- Seaward ManagementJun 2011 – Jan 2018Boston, MA
- Baldwin Wealth Partners, LLC (F/k/a Baldwin Brothers, LLC)Aug 2020 – no end date reportedMarion, MA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Baldwin Wealth Partners, 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
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $2,000,0001.25%
- Next $3,000,0001.00%
- Next $5,000,0000.75%
- Over $10,000,0000.60%
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
Investment management, family office services, financial planning, estate planning, budgeting, bookkeeping, private investments and alternatives, and ESG-focused investing.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Marion, MA
- SEC file number:
- 801-15418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
View full firm profileOther advisors at Baldwin Wealth Partners, LLC
Showing 12 of 17 in the directory
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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. Kathryn Shaw Rowe 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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