AdvisorOS Directory
Claim Profile
Unclaimed Profile
KB

Karen Lapier Baer

TRITON WEALTH MANAGEMENT, LLC·CHESTER, Maryland
Series 6, Series 7, Series 63, Series 65Clean record28 years registeredTRITON WEALTH MANAGEMENT, LLC
116 S. PINEY ROAD, CHESTER, MD 21619CRD# 1375762Firm CRD# 132601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Karen Lapier Baer · CHESTER, MD
Registration
CRD #1375762 · TRITON WEALTH MANAGEMENT, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Feb 2018 – present
BRIDGEWATER WEALTH & FINANCIAL MANAGEMENT, LLC
Jan 2016 – Mar 2018
Bethesda, MD
TRITON WEALTH MANAGEMENT
Oct 2010 – Dec 2015
EASTON, MD
LPL FINANCIAL CORPORATION
Aug 1997 – May 2010
CENTREVILLE, MD
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 28, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRITON WEALTH MANAGEMENT, LLC
CRD 132601 · SEC 801-68750
AUM
$154M
Regulatory assets under management
Employees
4
1,013 client accounts
Services offered by TRITON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRITON WEALTH MANAGEMENT, LLC →
Introduction

Speak with Karen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Karen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHESTER?

Browse all registered financial advisors in CHESTER, Maryland or claim this profile if it's yours.

Browse CHESTER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Karen Lapier Baer offer?
Karen Lapier Baer specializes in Financial Planning, Investment Management. Contact their office in CHESTER, Maryland for a consultation.
What are Karen Lapier Baer's credentials?
Karen Lapier Baer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Lapier Baer located?
Karen Lapier Baer is based in CHESTER, Maryland, working with TRITON WEALTH MANAGEMENT, LLC. Their office serves clients in the CHESTER metropolitan area and surrounding communities.
How does Karen Lapier Baer charge for services?
Karen Lapier Baer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRITON WEALTH MANAGEMENT, LLC?
TRITON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TRITON WEALTH MANAGEMENT, LLC

Wayne Bruce Zussman
CHESTER, MD

More Advisors in CHESTER, Maryland

Michael John Damas
MARYLAND CAPITAL ADVISORS, INC.·CHESTER, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile