Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
10yrs
Eric Friedman
Full name on record: Eric Robert Friedman
Financial advisor at The Baldwin Group Wealth Advisors
Eric Friedman has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Bethesda, Maryland. Eric has been with The Baldwin Group Wealth Advisors since 2024; before that, Eric spent three years at The Capital Group Investment Advisory Services. Eric holds the CFA designation.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office6720-B Rockledge Drive Suite 400, Bethesda, MD 20817
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$558,718
Advisors at the firm47
States licensed ?1 state
Services through The Baldwin Group Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowThe Baldwin Group Wealth Advisors, LLCCurrent firm
- 2022 – 2024The Capital Group Investment Advisory Services, LLCPreviously
Contact Eric
(813) 934-2743Firm headquarters in Tampa, FL. Ask for Eric. 6720-B Rockledge Drive Suite 400Bethesda, MD 20817Office · Get directions Firm websitewww.baldwin.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call The Baldwin Group Wealth Advisors at (813) 934-2743 and ask for Eric Friedman. Eric works from the Bethesda, MD office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
The Baldwin Group Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
XML Financial Group
47yrs
Top advisor by experience at XML Financial Group
UBS Financial Services
47yrs
Top 1% by experience in Bethesda
Steward Partners Investment Advisory
47yrs
Top 1% by experience in Bethesda
Merrill
46yrs
Top 1% by experience in Maryland
Wells Fargo Advisors
46yrs
Top 1% by experience in Maryland