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4807 Innovate Lane, Madison, WI 53718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-20 |
| NH | RA | APPROVED | 2025-11-20 |
| 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 02/2015 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | 02/2017 |
| Mfa Asset Management, Llc | Tewksbury | MA | 03/2017 | 12/2021 |
| Baker Tilly Advisory Group, Lp | Tewksbury | MA | 12/2021 | Present |
| Baker Tilly Wealth Management | 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-23 |
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