Sarah Marie Murphy
Investment adviser representative at Baker Tilly Wealth Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Baker Tilly Wealth Management, LLCMay 2024 to now
- Baker Tilly Advisory Group, LPJan 2022 to now
- Baker Tilly Capital, LLCJan 2022 to now
- Gradient Securities, LLCFeb 2021 to Jan 2022
- Ria Registrar, LLCApr 2019 to Jan 2022
- Kestra Financial, IncJun 2017 to Apr 2019
- Assured Retirement GroupNov 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5803561
- Firm CRD
- 167811