Best Investors
Account
Sign in
Best Investors
Account
Sign in
4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-01-03 |
Branch Locations
1 Highwood Drive, Tewksbury, MA 01876 • United States
4807 Innovate Lane, Madison, WI 53718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kraematon Investment Advisors, Inc. | Wellesley | MA | 12/2013 | 10/2017 |
| Donegal Securities, Inc. | Wellesley | MA | 12/2013 | 10/2017 |
| Super Soccer Stars | Charlestown | MA | 09/2013 | 07/2019 |
| Mfa Asset Management, Llc | Tewksbury | MA | 10/2017 | 12/2021 |
| Baker Tilly Advisory Group, Lp | Tewksbury | MA | 12/2021 | Present |
| Baker Tilly Wealth Management, Llc | Tewksbury | MA | 12/2021 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-10-17 |
Reach out to this advisor