Timothy Edward Hole

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

• 02/2015 → 02/2017
  Morgan Stanley Smith Barney Llc
  Boston, MA
• 02/2016 → 02/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2017 → 12/2021
  Mfa Asset Management, Llc
  Tewksbury, MA
• 12/2021 → Present
  Baker Tilly Advisory Group, Lp
  Tewksbury, MA
• 12/2021 → Present
  Baker Tilly Wealth Management
  Tewksbury, MA

Previous Registrations

• 2017-03-15 → 2021-12-10
  Mfa Asset Management, Llc
  Tewksbury, MA
• 2015-04-23 → 2017-02-28
  Morgan Stanley
  Boston, MA

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-23

Designations

• Certified Financial Planner