Eric Robert Friedman
Investment adviser representative at The Baldwin Group Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$27.3BFirm assets
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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
10 years in the industry.
- Simplicity InvestmentsAug 2026 to now
- The Baldwin Group Wealth Advisors, LLCOct 2024 to now
- Lasalle ST. Securities, LLCApr 2026 to Aug 2026
- Purshe Kaplan Sterling InvestmentsMay 2016 to Mar 2024
- The Capital Group Investment Advisory Services, LLCApr 2016 to Oct 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 6060060
- Firm CRD
- 312284