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Eric Haakon Strand

BALDWIN WEALTH PARTNERS, LLC·MARION, Massachusetts
Series 7, Series 24, Series 63, Series 65Clean record13 years registeredBALDWIN WEALTH PARTNERS, LLC
204 SPRING STREET, MARION, MA 02738CRD# 2963186Firm CRD# 105343

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Haakon Strand · MARION, MA
Registration
CRD #2963186 · BALDWIN WEALTH PARTNERS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

BALDWIN WEALTH PARTNERS, LLC
Oct 2022 – present
AMERICAN RESEARCH & MANAGEMENT CO
Oct 2012 – Oct 2022
MARION, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · October 24, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BALDWIN WEALTH PARTNERS, LLC
CRD 105343 · SEC 801-15418
AUM
$2.3B
Regulatory assets under management
Employees
29
1,921 client accounts
Services offered by BALDWIN WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at BALDWIN WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Eric Haakon Strand offer?
Eric Haakon Strand specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARION, Massachusetts for a consultation.
What are Eric Haakon Strand's credentials?
Eric Haakon Strand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Haakon Strand located?
Eric Haakon Strand is based in MARION, Massachusetts, working with BALDWIN WEALTH PARTNERS, LLC. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does Eric Haakon Strand charge for services?
Eric Haakon Strand's firm is compensated through percentage of aum, subscription fees, other: management fees for limited partnerships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALDWIN WEALTH PARTNERS, LLC?
BALDWIN WEALTH PARTNERS, LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BALDWIN WEALTH PARTNERS, LLC

Ellen O'gorman Stone
MARION, MA
John Leonard Mannix
MARION, MA
Michael Baldwin
MARION, MA
David Anson Barrett
MARION, MA
Steven Thomas Dean
MARION, MA
Andrew Fletcher Mcintire
MARION, MA

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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