Ari Salamon Lazar
Investment Adviser Representative at Baldwin Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ari Salamon Lazar is an investment adviser representative with Baldwin Wealth Partners, LLC in Skokie, IL, where they have been registered since 2025. They have worked in the securities industry since 2018 and were previously registered with RGA Investment Advisors, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 79 (investment banking). They are registered to provide investment advice in Illinois, Massachusetts, and Texas.
Registrations & licenses
- Investment adviser:
- Illinois, Massachusetts, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln InternationalApr 2017 – Oct 2018Chicago, IL
- Stout AdvisorsJun 2016 – Mar 2017Chicago, IL
- RGA Investment AdvisorsMar 2019 – Jan 2025Stamford, CT
- UnemployedOct 2018 – Mar 2019Chicago, IL
- Levin Capital StrategiesApr 2025 – Apr 2025New York City, NY
- Maggiano'sJan 2025 – May 2025Skokie, IL
- Baldwin Wealth Partners, LLCMay 2025 – no end date reportedMarion, MA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Baldwin Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.0125
- First $2,000,0001.25%
- Next $3,000,0001.00%
- Next $5,000,0000.75%
- Over $10,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, family office services, financial planning, estate planning, budgeting, bookkeeping, private investments and alternatives, and ESG-focused investing.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Marion, MA
- SEC file number:
- 801-15418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 2, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ari Salamon Lazar has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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