David
Dubrava
Baker Tilly Wealth Management, LLC
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About this Advisor
David Dubrava is a financial advisor based out of Tewksbury, Massachusetts, with 1 year of industry experience. Dubrava is an advisor for Baker Tilly Wealth Management, LLC. Dubrava has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Mfa Asset Management, LLC, Baker Tilly Us, Llp and Baker Tilly Wealth Management, LLC. Dubrava has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Massachusetts. Baker Tilly Wealth Management, LLC is a registered investment company operating out of Madison, WI. The company has offices in 16 locations and a total of 45 advisors. It administers $4 billion in assets under management between its 2,981 client accounts, making it one of the biggest firms in the United States by assets under management. Of its 2,981 customer accounts, 41% belong to high-net-worth clients who have more than $1 million in investable assets. Baker Tilly Wealth Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees charged by Baker Tilly Wealth Management, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baker Tilly Wealth Management, LLC Brokerage Details
$3,911,868,384
45
2,981
$1,312,267
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Dubrava Work History
David has been registered as a financial advisor for 1 years.*
Baker Tilly Us, Llp
Baker Tilly Wealth Management, LLC
Mfa Asset Management, LLC
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Dubrava to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Baker Tilly Wealth Management, LLC
Tewksbury, MA
Houston, TX
New York, NY
Newport Beach, CA
Indianapolis, IN
San Diego, CA
Tewksbury, MA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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