Peri A. Aptaker

BALDWIN WEALTH PARTNERS

JAMESTOWN, RI

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CRD#: 4643741

Professional summary

Peri Ann Aptaker, CFP®, who also goes by Peri Ann Aptaker, Peri Ann Lejeune, is a registered financial advisor currently at BALDWIN WEALTH PARTNERS, LLC located in Jamestown, Rhode Island.

Peri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Peri has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peri Ann Aptaker | Peri Ann Lejeune

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. SHAREHOLDER IN THE CPA FIRM OF KAHN,LITWIN, RENZA,LTD 951 NO MAIN ST PROV RI 02904. 160-200HRS PER MONTH 2. KLR INSURANCE ADVISORS, LLC., 951 N. MAIN ST., PROVIDENCE, RI 02904.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peri Ann Aptaker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 1, 2024 - Present

BALDWIN WEALTH PARTNERS, LLC

RIA

CRD#: 105343

JAMESTOWN, RI

Past

October 9, 2008 - October 28, 2009

CETERA ADVISORS LLC

CRD#: 10299

PROVIDENCE, RI

Past

September 17, 2008 - October 28, 2009

CETERA ADVISORS LLC

RIA

CRD#: 10299

PROVIDENCE, RI

Past

June 20, 2006 - July 2, 2024

KLR INVESTMENT ADVISORS, LLC

RIA

CRD#: 124716

PROVIDENCE, RI

Past

April 10, 2003 - December 31, 2004

KLR INVESTMENT ADVISORS, LLC

RIA

CRD#: 124716

PROVIDENCE, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BALDWIN WEALTH PARTNERS, LLC

ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC

CRD#: 105343 / SEC#: 801-15418

RIA

Registered Investment Advisory firm - (7/1/1980 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/11/2024)

IAR

Massachusetts
(7/9/2024)

IAR

Rhode Island
(7/1/2024)

IAR

Texas
(7/1/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/14/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/8/2008

General Securities Representative Examination

Current Firm

BALDWIN WEALTH PARTNERS, LLC

ARJUNA CAPITAL | BALDWIN WEALTH PARTNERS, LLC | BALDWIN BROTHERS LLC | BALDWIN BROTHERS INC

CRD#: 105343 / SEC#: 801-15418

RIA

Registered Investment Advisory firm - (7/1/1980 Approved)

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Contact information

Main Address

204 Spring Street, Marion, MA 02738

Mailing Address

Phone number

(508) 748-0800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 25 2025 BBI FORM ADV PART 2A FINAL (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,252
AUM (Assets Under Management)	$ 2,411,954,815

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/14/2025	Cover Page	Report
09/18/2024	Cover Page	Report
12/07/2023	Cover Page	Report
12/16/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peri A. Aptaker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peri Ann Aptaker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALDWIN WEALTH PARTNERS, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

KLR INVESTMENT ADVISORS, LLC

KLR INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

BALDWIN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/14/2008

Series 7

Date: 10/8/2008

Current Firm

BALDWIN WEALTH PARTNERS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BALDWIN WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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