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Karina Baldizon

Nerdwallet Wealth Partners, LLC

New York, NY

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Current Employers
Nerdwallet Wealth Partners, Llc

123 William Street 21St Floor, New York, NY 10038 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-19
  • NY RA
    APPROVED
    Since 2026-08-19

Branch Locations

123 William Street 21St Floor, New York, NY 10038 • 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
Rockefeller & Co New York NY 01/2012 08/2021
Rockefeller Financial Llc New York NY 02/2021 08/2021
Lazard Asset Management Llc New York NY 03/2023 06/2026
Lazard Asset Management Securities Llc New York NY 03/2023 06/2026
Truvvo Partners New York NY 08/2021 02/2023
Nerdwallet Wealth Partners, Llc New York NY 07/2026 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-04-26
  • S63 Uniform Securities Agent State Law Examination
    2021-04-26
Designations

View on SEC IAPD

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