David Michael Dubrava

Employer firm

Baker Tilly Wealth Management, LLC CRD 167811

$5.19B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 09/2017
  Tiaa-Cref Individual & Institutional Services, Llc
  Waltham, MA
• 06/2013 → 09/2017
  Tiaa
  Waltham, MA
• 10/2017 → 12/2021
  Mfa Asset Management, Llc
  Tewsbury, MA
• 12/2021 → Present
  Baker Tilly Advisory Group, Lp
  Tewksbury, MA
• 12/2021 → Present
  Baker Tilly Wealth Management, Llc
  Tewksbury, MA

Previous Registrations

• 2018-02-15 → 2021-12-10
  Mfa Asset Management, Llc
  Tewksbury, MA

Other Businesses

1.)BAKER TILLY WEALTH MANAGEMENT, LLC ("BTWM") IS A CONTROLLED SUBSIDIARY OF BAKER TILLY ADVISORY GROUP, LP ("BAKER TILLY"). SALARY AND VARIABLE COMPENSATION (IF APPLICABLE) IS PAID BY BAKER TILLY. 100% OF TIME IS SPENT ON ADVISORY SERVICES WITH BTWM. THERE IS AN EXPENSE SHARING AGREEMENT IN PLACE BETWEEN BTWM & BAKER TILLY WHICH GOVERNS SHARING OF PERSONNEL AND RESOURCES. 2.) Wolfpack Entertainment (Band/DJ Service) POSITION: Performer NATURE: Entertainment INVESTMENT RELATED: No NUMBER OF HOURS: 3-6 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 120 Lexington Street, Burlington MA 01803 DESCRIPTION: Live Band/DJ Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-14
• S63 Uniform Securities Agent State Law Examination
  2008-08-11