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Ezra Max Alpert

Bayntree Wealth Advisors, LLC

Scottsdale, AZ

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Current Employers
Bayntree Wealth Advisors, Llc

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-10-24
  • AZ RA
    APPROVED
    Since 2025-10-24

Branch Locations

7001 North Scottsdale Road Suite 2055, Scottsdale, AZ 85253 • 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
Bayntree Wealth Advisors, Llc Scottsdale AZ 09/2022 Present
Sp+ Tucson AZ 03/2022 12/2022
Congregation Bet Shalom Tucson AZ 01/2018 07/2021
Tci Wealth Advisors Tucson AZ 01/2021 03/2021
Tucson Jcc Tucson AZ 09/2018 03/2020
Arizona State University Tempe AZ 08/2021 Present
The Gregory School Tucson AZ 03/2015 01/2018
  • 09/2022 → Present
    Bayntree Wealth Advisors, Llc
    Scottsdale, AZ
  • 03/2022 → 12/2022
    Sp+
    Tucson, AZ
  • 01/2018 → 07/2021
    Congregation Bet Shalom
    Tucson, AZ
  • 01/2021 → 03/2021
    Tci Wealth Advisors
    Tucson, AZ
  • 09/2018 → 03/2020
    Tucson Jcc
    Tucson, AZ
  • 08/2021 → Present
    Arizona State University
    Tempe, AZ
  • 03/2015 → 01/2018
    The Gregory School
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-20
Other Names
  • Ezra Alpert

View on SEC IAPD

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JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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