Unclaimed Profile

Peri Ann Aptaker

KLR INVESTMENT ADVISORS, LLC·PROVIDENCE, Rhode Island

Series 7, Series 63Clean record23 years registeredKLR INVESTMENT ADVISORS, LLC

951 NORTH MAIN STREET, PROVIDENCE, RI 02904CRD# 4643741Firm CRD# 124716

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peri Ann Aptaker · PROVIDENCE, RI

Registration

CRD #4643741 · KLR INVESTMENT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BALDWIN WEALTH PARTNERS, LLC

Jul 2024 – present

MULTI-FINANCIAL SECURITIES CORPORATION

Sep 2008 – Oct 2009

PROVIDENCE, RI

KLR INVESTMENT ADVISORS, LLC

Jun 2006 – Jul 2024

PROVIDENCE, RI

KLR INVESTMENT ADVISORS, LLC

Apr 2003 – Dec 2004

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · April 10, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KLR INVESTMENT ADVISORS, LLC

CRD 124716 · SEC 801-118575

AUM

$255M

Regulatory assets under management

Employees

426 client accounts

Services offered by KLR INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KLR INVESTMENT ADVISORS, LLC →

Introduction

Speak with Peri

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

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

Looking for a financial advisor in PROVIDENCE?

Browse all registered financial advisors in PROVIDENCE, Rhode Island or claim this profile if it's yours.

Browse PROVIDENCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Peri Ann Aptaker offer?

Peri Ann Aptaker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Peri Ann Aptaker's credentials?

Peri Ann Aptaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peri Ann Aptaker located?

Peri Ann Aptaker is based in PROVIDENCE, Rhode Island, working with KLR INVESTMENT ADVISORS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Peri Ann Aptaker charge for services?

Peri Ann Aptaker's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KLR INVESTMENT ADVISORS, LLC?

KLR INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $255M 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 →