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Michael Blaise Geraty

Baker Tilly Wealth Management, LLC

Indianapolis, IN

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Current Employers
Baker Tilly Wealth Management, Llc

4807 Innovate Lane, Madison, WI 53718 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2020-12-23
  • IN RA
    APPROVED
    Since 2020-12-23

Branch Locations

8635 Keystone Crossing Ste 300, Indianapolis, IN 46240 • 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
OrganizationCityStateFromTo
David A. Noyes & Company Indianapolis IN 04/2015 01/2019
Baker Tilly Advisory Group, Lp Chicago IL 08/2019 Present
Baker Tilly Investment Services Indianapolis IN 08/2019 12/2020
Not Employed Indianapolis IN 01/2019 08/2019
Baker Tilly Wealth Management, Llc Indianapolis IN 12/2020 Present
  • 04/2015 → 01/2019
    David A. Noyes & Company
    Indianapolis, IN
  • 08/2019 → Present
    Baker Tilly Advisory Group, Lp
    Chicago, IL
  • 08/2019 → 12/2020
    Baker Tilly Investment Services
    Indianapolis, IN
  • 01/2019 → 08/2019
    Not Employed
    Indianapolis, IN
  • 12/2020 → Present
    Indianapolis, IN
Previous Registrations
  • 2019-08-09 → 2020-12-26
    Baker Tilly Investment Services
    Madison, WI
    Indianapolis, IN
  • 2017-10-19 → 2019-01-17
    Miami, FL
  • 2009-02-04 → 2013-02-19
    City Securities Corporation
    Indianapolis, IN
    Indianapolis, IN
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-02-02
S63 Uniform Securities Agent State Law Examination 1986-07-11
  • S65 Uniform Investment Adviser Law Examination
    2009-02-02
  • S63 Uniform Securities Agent State Law Examination
    1986-07-11
Other Names
  • Michael Blaisie Geraty
  • Michael Blaise Geraty
  • Mike Blaise Geraty

View on SEC IAPD

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