Best Investors Account Sign in
Inactive

Michael Victor Assaf

The Baldwin Group Wealth Advisors, LLC

Elgin, IL

Tampa, FL

Claim This Profile
Current Employers
The Baldwin Group Wealth Advisors, Llc

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-04-14
AL RA APPROVED 2024-10-07
  • IL RA
    APPROVED
    Since 2026-04-14
  • AL RA
    APPROVED
    Since 2024-10-07

Branch Locations

Elgin, IL • United States

4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fiduciary Partners Investment Consulting, Llc Clearwater FL 05/2008 10/2019
Fiduciary Partners Retirement Group, Inc. Clearwater FL 05/2006 10/2019
Bks Financial Investments, Llc Dba Bks Retirement Services Foley AL 10/2019 10/2024
The Baldwin Group Wealth Advisors, Llc Tampa FL 10/2024 Present
  • 05/2008 → 10/2019
    Fiduciary Partners Investment Consulting, Llc
    Clearwater, FL
  • 05/2006 → 10/2019
    Fiduciary Partners Retirement Group, Inc.
    Clearwater, FL
  • 10/2019 → 10/2024
    Bks Financial Investments, Llc Dba Bks Retirement Services
    Foley, AL
  • 10/2024 → Present
    The Baldwin Group Wealth Advisors, Llc
    Tampa, FL
Previous Registrations
  • 2019-10-18 → 2024-10-04
    Bks Retirement Services
    Tampa, FL
    Foley, AL
    Clearwater, FL
  • 2008-07-18 → 2019-10-18
    Fiduciary Partners Investment Consulting, Llc
    Clearwater, FL
    Ann Arbor, MI
    Clearwater, FL
    Foley, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-08
  • S65 Uniform Investment Adviser Law Examination
    2008-07-08

View on SEC IAPD

Other Firms

MONOTELO WEALTH PARTNERS
SIERENS FINANCIAL GROUP, INC.
AUSDAL FINANCIAL PARTNERS, INC.
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC

Other Investors

JAMES PATRICK RICHTER
Scott Michael Sierens
DANIEL MATTHEW LUNDQUIST
Anja Gribhofer-Decker
JOSHUA ELLIOT BYRD
Matthew L Schultz
Anthony Rosario Perrelli
KIMBERLY LUHMAN

Other Offices

MONOTELO WEALTH PARTNERS · ELGIN, IL
SIERENS FINANCIAL GROUP, INC. · ELGIN, IL
AUSDAL FINANCIAL PARTNERS, INC. · ELGIN, IL
EDWARD JONES · ELGIN, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · ELGIN, IL
ROBERT W. BAIRD & CO. INCORPORATED · Elgin, IL
CETERA INVESTMENT ADVISERS LLC · ELGIN, IL
J.P. MORGAN SECURITIES LLC · Elgin, IL

More in Elgin, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor