Ari S. Lazar

BALDWIN WEALTH PARTNERS

SKOKIE, IL

Some features on this profile are disabled

CRD#: 6775502

Professional summary

Ari Salamon Lazar is a registered financial advisor currently at BALDWIN WEALTH PARTNERS, LLC located in Skokie, Illinois.

Ari is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ari has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 79 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME OF OBA: IHSGCA; ADDRESS OF OBA: SKOKIE, IL 60077; NATURE: RECREATIONAL; INVESTMENT RELATED: NO; TITLE WITH OBA: COACH/JUDGE; DUTIES: COACH AND JUDGE GYMNASTICS FOR HIGH SCHOOL STUDENTS IN ILLINOIS; START DATE: 01/01/2023; APPROX. NUMBER OF HOURS/MONTH: 10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ari Salamon Lazar'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®

None

Experience

Current

May 21, 2025 - Present

BALDWIN WEALTH PARTNERS, LLC

RIA

CRD#: 105343

SKOKIE, IL

Past

April 8, 2019 - January 9, 2025

RGA INVESTMENT ADVISORS, LLC

RIA

CRD#: 149171

Skokie, IL

Past

May 6, 2017 - October 15, 2018

LINCOLN INTERNATIONAL LLC

CRD#: 42045

CHICAGO, IL

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

Illinois
(5/21/2025)

IAR

Massachusetts
(6/16/2025)

IAR

Texas
(5/21/2025)

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

IAR

Series 65

Date: 4/8/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 5/6/2017

Investment Banking Registered 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ari S. Lazar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ari Salamon Lazar's CRS (Customer Relationship Summary).

Certified licenses

Experience

RGA INVESTMENT ADVISORS, LLC

LINCOLN INTERNATIONAL LLC

Primary Firm SEC Registration

BALDWIN WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2019

Series 63

Date: 5/20/2017

SIE

Date: 10/1/2018

Series 79

Date: 5/6/2017

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

Similar Advisors