Scott Craig Burack
Investment adviser representative at Baker Tilly Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Baker Tilly Wealth Management, LLCNov 2020 to now
- Baker Tilly Advisory Group, LPNov 2020 to now
- Baker Tilly Capital, LLCNov 2020 to now
- Scott C Burack ConsultingJun 2017 to now
- Dfpg Investments, IncFeb 2019 to Oct 2020
- Allegis Investment ServicesAug 2017 to Feb 2019
- Squar Milner Financial ServicesJun 2017 to Oct 2020
- Squar Milner LLPJan 2014 to May 2017
- Cetera Advisor Networks LLCJan 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Baker Tilly Wealth Management, LLC
$5.2BAssets managed
753Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4100569
- Firm CRD
- 167811