Alvin Tan
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.
- The Baldwin Group Wealht Advisors, LLCOct 2024 to now
- The Baldwin Group Wealth Advisors, LLCMay 2022 to now
- Equitable Advisors LLCApr 2022 to now
- Burnham Gibson Wealth Advisors, LLCApr 2022 to Oct 2024
- JP Morgan ChaseDec 2019 to Apr 2022
- Moulton Niguel Water DistrictSep 2018 to Dec 2019
- UnemployedJul 2018 to Sep 2018
- Ally FinancialAug 2017 to Jul 2018
- UnemployedJun 2017 to Aug 2017
- University of California IrvineSep 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7211757
- Firm CRD
- 312284