Steven Thomas Dean

Chief Compliance Officerat Baldwin Wealth Partners, LLC· MA
Current roles
2
Investments attributed
0
Board seats
0
Form D directors and board-seat deals
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As of · this person's identity; each section below carries its own date

What matters now

  1. 2024
    since

    Chief Compliance Officer at Baldwin Wealth Partners, LLC since 1 Jul 2024.

    Tenure says how settled this partner is at the firm.

    FactForm ADV Schedule A and the firm's team pageFor Founders, LPsRoles →
Drawing the relationship network…

Roles

1 current, 0 past
  • Baldwin Wealth Partners, LLC Chief Compliance Officer
    Jul 1, 2024 to present · “Schedule A: DEAN, STEVEN, THOMAS, CHIEF COMPLIANCE OFFICER, since 07/2024, ownership NA, control person Y”

Investments attributed to this person

0
No investment attributed yet. Attribution needs a source naming this person on the deal: a quote, a board seat, a portfolio page credit.

Board seats and vehicles

0 boards, 0 vehicles
None on record.

Timeline

2 dated entries: events, attributed deals, board seats and role changes
  1. Jul 1, 2024
    Steven Thomas Dean joined Schedule A of Baldwin Brothers LLC as Chief Compliance Officer
    Person joined Fact Baldwin Wealth Partners, LLC Form ADV
  2. Jul 1, 2024
    Joined Baldwin Wealth Partners, LLC as Chief Compliance Officer
    Role began Fact Baldwin Wealth Partners, LLC Form ADV

Relationships across DFX

on 2 other DFX graphs
Across the graphs

Steven Thomas Dean is the same institution as 2 records in Private Equity and RIA and Wealth.

Private Equity1RIA and Wealth1

DFX found 2 relationships across 2 datasets

Which record it is in each graph, what it is called there, and how the two were matched.

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