Investment adviser representative · Baldwin Wealth Partners, LLC
Peri A. Aptaker
CRD 4643741 · Bradenton, FL
At a glance
Peri A. Aptaker is an investment adviser representative with Baldwin Wealth Partners, LLC in Bradenton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peri’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Baldwin Wealth Partners, LLCSince July 2024Bradenton, FL · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 63
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Peri’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.