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Thomas John Parzakonis

Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$27.3BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. The Baldwin Group Wealth Advisors, LLCApr 2025 to now
  2. Konis KonnectJun 2023 to now
  3. Equitable Distributors, LLCJan 2022 to Jun 2023
  4. UnemployedNov 2021 to Jan 2022
  5. LPL FinancialJan 2015 to Nov 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 66 · Uniform Combined State Law2008
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

The Baldwin Group Wealth Advisors, LLC

$27.3BAssets managed
2,134Clients
47Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4098352
Firm CRD
312284
Advisor's SEC record (opens in a new tab)
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