Sina Soltani
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
14 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
14 years in the industry.
- Simplicity InvestmentsAug 2026 to now
- The Baldwin Group Wealth Advisors, LLCMar 2021 to now
- The Baldwin GroupJan 2019 to now
- Burnham Gibson Wealth Advisors, LLCJan 2019 to Oct 2024
- Equitable Advisors, LLCJan 2012 to Apr 2026
- AXA Advisors, LLCJan 2012 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
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
- 5996230
- Firm CRD
- 312284