Jeremy
Robert
Baker Tilly Wealth Management, LLC
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About this Advisor
Jeremy Robert is a chartered financial analyst who works in Tewksbury, Massachusetts, with 1 year of industry experience. Robert currently works for Baker Tilly Wealth Management, LLC. Robert has gained experience at Massmutual Life Insurance Company, Mml Investors Services, LLC, Kraematon Investment Advisors, Inc, Donegal Securities, Inc, Super Soccer Stars, 21St Amendment, Mfa Asset Management, LLC, Baker Tilly Us, Llp and Baker Tilly Wealth Management, LLC. Robert has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts. Baker Tilly Wealth Management, LLC is a registered investment firm headquartered in Madison, WI. It has offices in 16 locations and a total of 45 advisors. It oversees $4 billion in assets under management among its 2,981 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 2,981 client accounts, 41% are held by high-net-worth individuals who have greater than $1 million in assets. Baker Tilly Wealth Management, LLC performs a broad assortment 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 for financial advice largely depend on the type of services offered. However, fees billed by Baker Tilly Wealth Management, LLC likely consist 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
Jeremy Robert Work History
Jeremy has been registered as a financial advisor for 1 years.*
Baker Tilly Us, Llp
Baker Tilly Wealth Management, LLC
Mfa Asset Management, LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
Kraematon Investment Advisors, Inc
Donegal Securities, Inc
Super Soccer Stars
21St Amendment
*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 Jeremy Robert 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
Newport Beach, CA
Houston, TX
New York, NY
Tewksbury, MA
San Diego, CA
Indianapolis, IN
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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