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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Dubrava is a financial advisor with Baker Tilly Wealth Management, LLC. David has over 10 years of experience in the financial services industry, and is registered with the state of Massachusetts as an Investment Advisor Representative. David has previously worked with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and NYLIFE DISTRIBUTORS LLC. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
01/03/2022 - Present
Baker Tilly Wealth Management, LLC (Tewksbury MA)
MA
06/21/2013 - 09/15/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
MA
04/10/2008 - 05/07/2013
NYLIFE DISTRIBUTORS LLC (WESTWOOD MA)
IA
Issued 02/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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