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RIA / WealthAdvisor24 years in industry

WILLIAM HARVEY MARVEL

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:347259a9-4ffe-e3ef-0f94-b5cca5f7ea3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jan 9, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Harvey Marvel

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

William Harvey Marvel

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: BALDWIN WEALTH PARTNERS, LLC
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: Nov 13, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 13, 2001
First registration: Jan 9, 2002
Dual registered: no
Other names: BILL MARVEL
IAPD individual key: 2301461

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
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Aug 27, 2013	n/a	yes	MARION, MA	Current employment
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.	Asset manager	Jan 9, 2002	Jan 8, 2003	no	BOSTON, 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
STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.	BALDWIN WEALTH PARTNERS, LLC	Jan 8, 2003	Aug 27, 2013	3,884	Firm change after gap	Other

Relationships

Registered with (2)

→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Aug 27, 2013 to presentfactForm ADV
→ STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.Registered adviserregistration: previous registration
Jan 9, 2002 to Jan 8, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:347259a9-4ffe-e3ef-0f94-b5cca5f7ea3b
First observed: Jan 9, 2002
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WILLIAM HARVEY MARVEL

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:347259a9-4ffe-e3ef-0f94-b5cca5f7ea3b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BALDWIN WEALTH PARTNERS, LLC

Independent wealth

Aug 27, 2013

n/a

yes

MARION, MA

Current employment

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Asset manager

Jan 9, 2002

Jan 8, 2003

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

BALDWIN WEALTH PARTNERS, LLC

Jan 8, 2003

Aug 27, 2013

3,884

Firm change after gap

Other