UBS Financial Services
46yrs
Top advisor by experience in Rochester
9yrs
Robert Perkins is a fiduciary financial advisor in Rochester, New York, with 9 years in the industry. After five years at FSP Advisors and a year at Equitable Advisors, Robert joined Leigh Baldwin & CO. in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Leigh Baldwin & CO. reports being paid through a percentage of assets.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office900 Jefferson Road Suite 301, Rochester, NY 14623
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$388,693
Advisors at the firm18
States licensed ?1 state
Services through Leigh Baldwin & CO.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowLeigh Baldwin & CO., LLCCurrent firm
- 2021 – 2026FSP Advisors, Inc.Previously
- Jul 2017 – Nov 2018Equitable Advisors, LLCPreviously
Contact Robert
(315) 655-2964Firm headquarters in Cazenovia, NY. Ask for Robert. 900 Jefferson Road Suite 301Rochester, NY 14623Office · Get directions Firm websitewww.leighbaldwin.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Leigh Baldwin & CO. at (315) 655-2964 and ask for Robert Perkins. Robert works from the Rochester, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Leigh Baldwin & CO. reports being paid by a percentage of the assets they manage, other fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
O'Keefe Stevens Advisory
45yrs
Top advisor by experience at O'Keefe Stevens Advisory
Lifemark Securities
44yrs
Top advisor by experience at Lifemark Securities
UBS Financial Services
44yrs
Top 1% by experience in Rochester
Morgan Stanley
44yrs
Top 1% by experience in Rochester
UBS Financial Services
43yrs
Top 1% by experience in Rochester