David Michael Dubrava
Investment adviser representative at Baker Tilly Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$5.2BFirm assets
6 yearsFirm in business
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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, LLCDec 2021 to now
- Baker Tilly Advisory Group, LPDec 2021 to now
- Mfa Asset Management, LLCOct 2017 to Dec 2021
- TIAAJun 2013 to Sep 2017
- TIAA-CREF Individual & Institutional Services, LLCJun 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
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
- 5463939
- Firm CRD
- 167811