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RIA / WealthAdvisor32 years in industry

ANDREW NELSON MACKEN

Advisor at 7TWO

Dedham, MA | DENVER, CO

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Search this name across graphsid dfx:ria:14a4d366-844c-4bc7-0239-209d87b04271

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 7TWO
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 16, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 16, 1993
First registration: Jan 31, 2014
Dual registered: no
IAPD individual key: 2417288

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
7two	Independent wealth	Jan 26, 2024	n/a	yes	DENVER, CO\|Dedham, MA	Current employment
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Nov 7, 2017	Jul 18, 2024	no	MARION, MA	Previous registration
COTTAGE STREET ADVISORS	Independent wealth	Dec 8, 2014	Oct 2, 2017	no	MARION, MA	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jan 31, 2014	Nov 4, 2014	no	BOSTON, MA\|FALL RIVER, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BALDWIN WEALTH PARTNERS, LLC	7two	Jul 18, 2024	Jan 26, 2024	-174	Firm change after gap	RIA to new firm
COTTAGE STREET ADVISORS	BALDWIN WEALTH PARTNERS, LLC	Oct 2, 2017	Nov 7, 2017	36	Firm change	Other
OPPENHEIMER & CO. INC.	COTTAGE STREET ADVISORS	Nov 4, 2014	Dec 8, 2014	34	Firm change	Other

Relationships

Registered with (4)

→ 7TWORegistered adviserregistration: current employment
Jan 26, 2024 to presentfactForm ADV
→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 7, 2017 to Jul 18, 2024factForm ADV
→ COTTAGE STREET ADVISORSRegistered adviserregistration: previous registration
Dec 8, 2014 to Oct 2, 2017factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jan 31, 2014 to Nov 4, 2014factForm ADV

Dated events

Occurred
Jul 18, 2024
Advisor changed firm
Andrew Nelson Macken left Baldwin Wealth Partners, Llc for 7Two (registered 2024-01-26)
Form ADVobserved 6 days ago