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RIA / WealthAdvisor29 years in industry

ERIC HAAKON STRAND

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:491a198f-1b1e-2bb4-c97e-ff90b140f7ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 2
Observed: Oct 24, 2012 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Eric Haakon Strand

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

Eric Haakon Strand

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BALDWIN WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 5, 1998
First registration: Oct 24, 2012
Dual registered: no
IAPD individual key: 2963186

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BALDWIN WEALTH PARTNERS, LLC	Independent wealth	Oct 17, 2022	n/a	yes	MARION, MA	Current employment
AMERICAN RESEARCH & MANAGEMENT CO	Former SEC adviser	Oct 24, 2012	Oct 19, 2022	no	MARION, MA\|MARION, MA\|MARION, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN RESEARCH & MANAGEMENT CO	BALDWIN WEALTH PARTNERS, LLC	Oct 19, 2022	Oct 17, 2022	-2	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6080:105343:MA:2022-10-19	Oct 19, 2022	Oct 17, 2022	MARION, MA	Firm change

Relationships

Registered with (2)

→ BALDWIN WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Oct 17, 2022 to presentfactForm ADV
→ AMERICAN RESEARCH & MANAGEMENT CORegistered adviserregistration: previous registration
Oct 24, 2012 to Oct 19, 2022factForm ADV

Dated events

Occurred
Oct 19, 2022
Advisor changed firm
Eric Haakon Strand left American Research & Management Co for Baldwin Wealth Partners, Llc (registered 2022-10-17)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:491a198f-1b1e-2bb4-c97e-ff90b140f7ca
First observed: Oct 24, 2012
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ERIC HAAKON STRAND

Advisor at BALDWIN WEALTH PARTNERS, LLC

MARION, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:491a198f-1b1e-2bb4-c97e-ff90b140f7ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

BALDWIN WEALTH PARTNERS, LLC

Independent wealth

Oct 17, 2022

n/a

yes

MARION, MA

Current employment

AMERICAN RESEARCH & MANAGEMENT CO

Former SEC adviser

Oct 24, 2012

Oct 19, 2022

MARION, MA|MARION, MA|MARION, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERICAN RESEARCH & MANAGEMENT CO

BALDWIN WEALTH PARTNERS, LLC

Oct 19, 2022

Oct 17, 2022

-2

Firm change

RIA to RIA

Team

Left

Joined

From

Kind

6080:105343:MA:2022-10-19

Oct 19, 2022

Oct 17, 2022

MARION, MA

Firm change