Melissa Santas Peterson

Current Employers

Baker Tilly Wealth Management, Llc

4807 Innovate Lane, Madison, WI 53718 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-09-26
PA	RA	APPROVED	2025-09-26
MA	RA	APPROVED	2022-01-03
TX	RA	APPROVED	2021-12-10

NY RA
APPROVED

Since 2025-09-26
PA RA
APPROVED

Since 2025-09-26
MA RA
APPROVED

Since 2022-01-03
TX RA
APPROVED

Since 2021-12-10

Branch Locations

4807 Innovate Lane, Madison, WI 53718 • United States

1 Highwood Drive, Tewksbury, MA 01876 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mfa Asset Management, Llc	Tewksbury	MA	08/2013	12/2021
Baker Tilly Advisory Group, Lp	Tewksbury	MA	12/2021	Present
Baker Tilly Wealth Management	Tewksbury	MA	12/2021	Present

08/2013 → 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

2013-10-23 → 2021-12-10

Mfa Asset Management, Llc

Tewksbury, 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.

Current Employers

Baker Tilly Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Reviews