Best Investors
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Best Investors
Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
200 Motor Parkway, Suite A5, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Baldi Cpa Mst | Hauppauge | NY | 01/2022 | Present |
| Henry Schein Inc | Melville | NY | 10/2016 | 01/2022 |
| Pricewaterhousecoopers | Melville | NY | 01/2010 | 10/2016 |
| Baldi Property Group Llc | Smithtown | NY | 02/2022 | Present |
| Avantax Investment Services Inc. | Hauppauge | NY | 07/2025 | 09/2025 |
| Avantax Advisory Services | Hauppauge | NY | 07/2025 | 09/2025 |
| Christopher Baldi Cpa Mst | Hauppauge | NY | 01/2021 | Present |
| Baldi Property Group Llc | Hauppauge | NY | 02/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) NAME OF OTHER BUSINESS: BALDI PROPERTY GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 2/2022 POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RENT OUT AND COLLECT RENT MONTHLY; 2) NAME OF OTHER BUSINESS: CHRISTOPHER BALDI CPA MST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 155 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX COMPLIANCE SERVICES, BOOKKEEPING SERVICES, PROVIDE TAX ADVICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
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