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Peri Ann Aptaker

Baldwin Brothers LLC

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About Peri Ann Aptaker

Peri Ann Aptaker is an investment advisor representative with Baldwin Brothers LLC. Peri Ann is a Certified Financial Planner and a Personal Financial Specialist, and has over 20 years of experience in the financial services industry. Peri Ann has a strong background in investment management, financial planning, and estate planning. Peri Ann specializes in working with high-net-worth individuals, families, and charitable organizations. Peri Ann is dedicated to helping her clients achieve their financial goals.

Firm Information

Peri Aptaker is currently registered with Baldwin Brothers LLC. Baldwin Brothers LLC is an investment advisor based in Marion, MA. They manage approximately $2.28 billion in assets for a range of clients, including high-net-worth individuals, corporations, and charitable organizations. The firm provides financial planning, portfolio management, and selection of other advisors services.
Baldwin Brothers LLC

204 SPRING STREET

MARION, MA 02738

$2.28B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Management fees for limited partnerships

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Peri Aptaker’s Registration & Firm History

FL

07/01/2024 - Present

Baldwin Brothers LLC (BRADENTON FL)

RI

10/09/2008 - 10/28/2009

MULTI-FINANCIAL SECURITIES CORPORATION (PROVIDENCE RI)

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Licenses & Designations

BC

Issued 10/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peri Ann Aptaker.
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