Timothy Patrick Rizzuti
Investment adviser representative at Bakeravenue
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- BakeravenueJun 2026 to now
- Baker Avenue Asset ManagementMay 2026 to now
- Ameriprise Financial Services, LLCNov 2023 to May 2026
- Assetmark Brokerage, LLCApr 2020 to Nov 2023
- Assetmark Financial Holdings, Inc.Apr 2020 to Nov 2023
- AerotekOct 2019 to Apr 2020
- Bank of AmericaApr 2017 to Sep 2019
- TruewirelessDec 2016 to Apr 2017
- Concord HiltonJun 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bakeravenue
Legal name: Baker Avenue Asset Management, LP
$5.1BAssets managed
1,024Clients
34Advisers
21 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
- 7278239
- Firm CRD
- 132657